See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $897,692 | $154,117+482.5% | $129,995+590.6% | $139,434+543.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -0.25% | 32.48%-32.7pp | -137.18%+136.9pp | 372.94%-373.2pp |
| Employer contribution / active EE | $16,041 | $5,289+203.3% | $4,320+271.3% | $4,751+237.6% |
| Participant deferral / active EE | $10,125 | $6,710+50.9% | $5,820+74.0% | $6,710+50.9% |
| Admin fee / account holder | $146,909 | $14,007+948.9% | $10,614+1284.0% | $11,403+1188.4% |