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 | $1,138,969 | $114,381+895.8% | $107,525+959.3% | $142,382+699.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -28.87% | 242.71%-271.6pp | 181.32%-210.2pp | 217.08%-245.9pp |
| Employer contribution / active EE | $5,245 | $4,015+30.6% | $3,754+39.7% | $4,299+22.0% |
| Participant deferral / active EE | $13,627 | $5,564+144.9% | $5,116+166.4% | $6,507+109.4% |
| Admin fee / account holder | $137,811 | $9,860+1297.7% | $8,919+1445.2% | $12,624+991.7% |