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 | $395,404 | $150,440+162.8% | $136,294+190.1% | $147,584+167.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -6.60% | 1049.08%-1055.7pp | 5155.94%-5162.5pp | 578.55%-585.1pp |
| Employer contribution / active EE | $11,676 | $5,256+122.1% | $4,695+148.7% | $4,876+139.4% |
| Participant deferral / active EE | $6,075 | $6,630-8.4% | $6,247-2.8% | $5,439+11.7% |
| Admin fee / account holder | $12,655 | $10,905+16.0% | $9,243+36.9% | $10,885+16.3% |