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 9-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 | $411,591 | $91,190+351.4% | $178,490+130.6% | $79,858+415.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -7.69% | 24.19%-31.9pp | 151.07%-158.8pp | 31.71%-39.4pp |
| Employer contribution / active EE | $27,010 | $3,256+729.6% | $5,011+439.1% | $2,471+993.2% |
| Participant deferral / active EE | $14,864 | $3,236+359.3% | $5,202+185.8% | $3,740+297.4% |
| Admin fee / account holder | $25,983 | $6,751+284.9% | $13,984+85.8% | $5,306+389.7% |