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 | $486,777 | $138,065+252.6% | $123,544+294.0% | $135,375+259.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.31% | 153.68%-168.0pp | 119.20%-133.5pp | 519.73%-534.0pp |
| Employer contribution / active EE | $3,337 | $5,151-35.2% | $4,628-27.9% | $4,779-30.2% |
| Participant deferral / active EE | $5,486 | $6,799-19.3% | $6,426-14.6% | $5,609-2.2% |
| Admin fee / account holder | $19,957 | $10,916+82.8% | $9,284+115.0% | $10,827+84.3% |