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 | $740,728 | $109,982+573.5% | $97,226+661.9% | $145,922+407.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -16.44% | 242.90%-259.3pp | 75.13%-91.6pp | 561.29%-577.7pp |
| Employer contribution / active EE | $3,196 | $3,084+3.6% | $2,729+17.1% | $4,660-31.4% |
| Participant deferral / active EE | $11,959 | $4,676+155.8% | $4,264+180.5% | $6,688+78.8% |
| Admin fee / account holder | $1,710 | $6,221-72.5% | $5,654-69.8% | $13,397-87.2% |