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 | $605,033 | $160,055+278.0% | $140,016+332.1% | $135,375+346.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.52% | 911.38%-921.9pp | 651.12%-661.6pp | 519.73%-530.3pp |
| Employer contribution / active EE | $14,018 | $6,420+118.3% | $5,606+150.1% | $4,779+193.3% |
| Participant deferral / active EE | $9,071 | $7,642+18.7% | $6,927+31.0% | $5,609+61.7% |
| Admin fee / account holder | $6,007 | $13,328-54.9% | $10,705-43.9% | $10,827-44.5% |