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 | $328,507 | $183,963+78.6% | $162,163+102.6% | $152,861+114.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -1.05% | 150.76%-151.8pp | 115.59%-116.6pp | 345.32%-346.4pp |
| Employer contribution / active EE | $13,073 | $6,371+105.2% | $5,614+132.9% | $4,762+174.5% |
| Participant deferral / active EE | $6,628 | $8,034-17.5% | $7,298-9.2% | $5,850+13.3% |
| Admin fee / account holder | $4,652 | $13,121-64.5% | $10,843-57.1% | $11,596-59.9% |