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 | $892,723 | $159,901+458.3% | $146,958+507.5% | $145,922+511.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.56% | 98.13%-98.7pp | 418.34%-418.9pp | 561.29%-561.8pp |
| Employer contribution / active EE | $2,455 | $5,286-53.6% | $4,933-50.2% | $4,660-47.3% |
| Participant deferral / active EE | $6,994 | $8,428-17.0% | $8,070-13.3% | $6,688+4.6% |
| Admin fee / account holder | $1,201,030 | $15,044+7883.6% | $12,998+9140.0% | $13,397+8864.9% |