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 | $594,014 | $99,640+496.2% | $86,436+587.2% | $134,475+341.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.90% | 6782.58%-6810.5pp | 4394.89%-4422.8pp | 417.96%-445.9pp |
| Employer contribution / active EE | $7,401 | $4,400+68.2% | $3,769+96.4% | $4,740+56.2% |
| Participant deferral / active EE | $20,870 | $7,246+188.0% | $6,952+200.2% | $6,400+226.1% |
| Admin fee / account holder | $7,781 | $8,371-7.1% | $6,731+15.6% | $11,426-31.9% |