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 | $489,098 | $213,957+128.6% | $149,696+226.7% | - |
| Participation rate | 0.0% | 79.5%-79.5pp | 82.5%-82.5pp | - |
| Annual return | -3.65% | 9.83%-13.5pp | 276.60%-280.3pp | - |
| Employer contribution / active EE | $0 | $3,868-100.0% | $4,644-100.0% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,842-100.0% | - |
| Admin fee / account holder | $73,695 | $24,510+200.7% | $9,309+691.7% | - |