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 | $265,683 | $226,064+17.5% | $182,532+45.6% | $152,861+73.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | -1.90% | 192.51%-194.4pp | 148.54%-150.4pp | 345.32%-347.2pp |
| Employer contribution / active EE | $8,658 | $4,978+73.9% | $4,076+112.4% | $4,762+81.8% |
| Participant deferral / active EE | $5,378 | $6,368-15.5% | $5,524-2.6% | $5,850-8.1% |
| Admin fee / account holder | $84,653 | $10,703+690.9% | $8,592+885.3% | $11,596+630.0% |