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 | $441,695 | $165,335+167.2% | $149,696+195.1% | $158,922+177.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.94% | 348.15%-349.1pp | 276.60%-277.5pp | 302.83%-303.8pp |
| Employer contribution / active EE | $21,858 | $5,103+328.4% | $4,644+370.7% | $4,761+359.1% |
| Participant deferral / active EE | $8,042 | $7,181+12.0% | $6,842+17.5% | $5,982+34.4% |
| Admin fee / account holder | $8,724 | $10,807-19.3% | $9,309-6.3% | $11,246-22.4% |