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 | $617,539 | $106,543+479.6% | $91,220+577.0% | $134,475+359.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -26.06% | 160.60%-186.7pp | 114.01%-140.1pp | 417.96%-444.0pp |
| Employer contribution / active EE | $903 | $3,331-72.9% | $2,850-68.3% | $4,740-80.9% |
| Participant deferral / active EE | $6,500 | $4,719+37.7% | $4,234+53.5% | $6,400+1.6% |
| Admin fee / account holder | $1,451 | $6,231-76.7% | $5,420-73.2% | $11,426-87.3% |