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 | $696,669 | $167,307+316.4% | $143,757+384.6% | $134,475+418.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.77% | 0.46%-28.2pp | -0.04%-27.7pp | 417.96%-445.7pp |
| Employer contribution / active EE | $21,298 | $5,619+279.0% | $4,951+330.2% | $4,740+349.3% |
| Participant deferral / active EE | $13,500 | $6,446+109.4% | $5,637+139.5% | $6,400+110.9% |
| Admin fee / account holder | $45,583 | $18,088+152.0% | $14,673+210.7% | $11,426+298.9% |