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 | $499,657 | $88,594+464.0% | $70,092+612.9% | $134,475+271.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -22.61% | 442.67%-465.3pp | 190.73%-213.3pp | 417.96%-440.6pp |
| Employer contribution / active EE | $33,375 | $3,233+932.4% | $2,559+1204.3% | $4,740+604.2% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,873 | $10,441-82.1% | $6,267-70.1% | $11,426-83.6% |