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 | $260,266 | $142,344+82.8% | $119,609+117.6% | $134,475+93.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -46.14% | -12.44%-33.7pp | -14.97%-31.2pp | 417.96%-464.1pp |
| Employer contribution / active EE | $4,734 | $5,222-9.3% | $4,232+11.9% | $4,740-0.1% |
| Participant deferral / active EE | $6,898 | $6,469+6.6% | $5,602+23.1% | $6,400+7.8% |
| Admin fee / account holder | $5,228 | $13,584-61.5% | $10,323-49.4% | $11,426-54.2% |