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 | $472,219 | $142,344+231.7% | $119,609+294.8% | $134,475+251.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.23% | -12.44%-8.8pp | -14.97%-6.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $17,149 | $5,222+228.4% | $4,232+305.2% | $4,740+261.8% |
| Participant deferral / active EE | $18,935 | $6,469+192.7% | $5,602+238.0% | $6,400+195.9% |
| Admin fee / account holder | $16,751 | $13,584+23.3% | $10,323+62.3% | $11,426+46.6% |