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 | $366,531 | $167,484+118.8% | $151,611+141.8% | $134,475+172.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.18% | 7.80%-30.0pp | 3.33%-25.5pp | 417.96%-440.1pp |
| Employer contribution / active EE | $59,459 | $6,829+770.7% | $6,166+864.3% | $4,740+1154.5% |
| Participant deferral / active EE | $29,618 | $8,986+229.6% | $8,363+254.1% | $6,400+362.8% |
| Admin fee / account holder | $2,800 | $13,783-79.7% | $11,616-75.9% | $11,426-75.5% |