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 7-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 | $322,929 | $99,640+224.1% | $86,436+273.6% | $134,475+140.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.27% | 6782.58%-6803.9pp | 4394.89%-4416.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $4,381 | $4,400-0.4% | $3,769+16.3% | $4,740-7.6% |
| Participant deferral / active EE | $21,453 | $7,246+196.1% | $6,952+208.6% | $6,400+235.2% |
| Admin fee / account holder | $4,183 | $8,371-50.0% | $6,731-37.9% | $11,426-63.4% |