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 9-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 | $340,417 | $190,805+78.4% | $159,960+112.8% | $134,475+153.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -40.14% | 552.23%-592.4pp | 408.60%-448.7pp | 417.96%-458.1pp |
| Employer contribution / active EE | $1,745 | $4,995-65.1% | $4,226-58.7% | $4,740-63.2% |
| Participant deferral / active EE | $7,134 | $6,923+3.0% | $6,182+15.4% | $6,400+11.5% |
| Admin fee / account holder | $7,382 | $10,471-29.5% | $8,698-15.1% | $11,426-35.4% |