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 8-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 | $376,179 | $138,065+172.5% | $123,544+204.5% | $135,375+177.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.64% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $22,587 | $5,151+338.5% | $4,628+388.1% | $4,779+372.7% |
| Participant deferral / active EE | $21,250 | $6,799+212.5% | $6,426+230.7% | $5,609+278.9% |
| Admin fee / account holder | $3,372 | $10,916-69.1% | $9,284-63.7% | $10,827-68.9% |