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 | $807,530 | $142,344+467.3% | $119,609+575.1% | $134,475+500.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.08% | -12.44%-9.6pp | -14.97%-7.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $13,793 | $5,222+164.1% | $4,232+225.9% | $4,740+191.0% |
| Participant deferral / active EE | $4,083 | $6,469-36.9% | $5,602-27.1% | $6,400-36.2% |
| Admin fee / account holder | $84,958 | $13,584+525.4% | $10,323+723.0% | $11,426+643.6% |