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 | $470,001 | $124,281+278.2% | $109,143+330.6% | $167,490+180.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -4.30% | 26.04%-30.3pp | 25.75%-30.0pp | 478.56%-482.9pp |
| Employer contribution / active EE | $1,600 | $4,207-62.0% | $3,722-57.0% | $4,837-66.9% |
| Participant deferral / active EE | $26,000 | $5,255+394.8% | $4,653+458.8% | $6,341+310.0% |
| Admin fee / account holder | $2,303 | $7,970-71.1% | $6,752-65.9% | $12,309-81.3% |