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 | $352,969 | $190,805+85.0% | $159,960+120.7% | $134,475+162.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.95% | 552.23%-574.2pp | 408.60%-430.6pp | 417.96%-439.9pp |
| Employer contribution / active EE | $8,603 | $4,995+72.2% | $4,226+103.6% | $4,740+81.5% |
| Participant deferral / active EE | $10,755 | $6,923+55.4% | $6,182+74.0% | $6,400+68.1% |
| Admin fee / account holder | $5,118 | $10,471-51.1% | $8,698-41.2% | $11,426-55.2% |