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 8-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 | $252,927 | $134,475+88.1% | $126,848+99.4% | $134,475+88.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 100.0%0pp | 81.2%+18.8pp |
| Annual return | -20.88% | 417.96%-438.8pp | -20.88%0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $19,218 | $4,740+305.5% | $9,794+96.2% | $4,740+305.5% |
| Participant deferral / active EE | $21,667 | $6,400+238.6% | $11,026+96.5% | $6,400+238.6% |
| Admin fee / account holder | $1,587 | $11,426-86.1% | $794+99.9% | $11,426-86.1% |