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 | $294,521 | $138,065+113.3% | $123,544+138.4% | $135,375+117.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.39% | 153.68%-164.1pp | 119.20%-129.6pp | 519.73%-530.1pp |
| Employer contribution / active EE | $72,500 | $5,151+1307.4% | $4,628+1466.6% | $4,779+1417.1% |
| Participant deferral / active EE | $24,500 | $6,799+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $1,227 | $10,916-88.8% | $9,284-86.8% | $10,827-88.7% |