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 | $563,567 | $180,449+212.3% | $154,107+265.7% | $135,375+316.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -9.24% | 888.09%-897.3pp | 735.12%-744.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $17,432 | $6,035+188.9% | $5,298+229.1% | $4,779+264.8% |
| Participant deferral / active EE | $10,802 | $5,806+86.1% | $5,081+112.6% | $5,609+92.6% |
| Admin fee / account holder | $3,588 | $16,143-77.8% | $13,411-73.2% | $10,827-66.9% |