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 | $385,457 | $115,770+233.0% | $101,248+280.7% | $158,922+142.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -8.33% | 56.14%-64.5pp | 46.47%-54.8pp | 302.83%-311.2pp |
| Employer contribution / active EE | $10,937 | $4,175+162.0% | $3,660+198.9% | $4,761+129.7% |
| Participant deferral / active EE | $7,298 | $4,957+47.2% | $4,370+67.0% | $5,982+22.0% |
| Admin fee / account holder | $15,565 | $7,245+114.8% | $5,945+161.8% | $11,246+38.4% |