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 | $412,917 | $180,449+128.8% | $154,107+167.9% | $135,375+205.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.89% | 888.09%-898.0pp | 735.12%-745.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $14,397 | $6,035+138.6% | $5,298+171.8% | $4,779+201.3% |
| Participant deferral / active EE | $11,075 | $5,806+90.7% | $5,081+118.0% | $5,609+97.5% |
| Admin fee / account holder | $5,472 | $16,143-66.1% | $13,411-59.2% | $10,827-49.5% |