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 | $429,233 | $165,335+159.6% | $149,696+186.7% | $158,922+170.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -8.38% | 348.15%-356.5pp | 276.60%-285.0pp | 302.83%-311.2pp |
| Employer contribution / active EE | $20,400 | $5,103+299.8% | $4,644+339.3% | $4,761+328.5% |
| Participant deferral / active EE | $25,899 | $7,181+260.6% | $6,842+278.5% | $5,982+332.9% |
| Admin fee / account holder | $900 | $10,807-91.7% | $9,309-90.3% | $11,246-92.0% |