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 | $428,556 | $138,044+210.4% | $125,339+241.9% | $134,475+218.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -43.17% | 750.33%-793.5pp | 572.05%-615.2pp | 417.96%-461.1pp |
| Employer contribution / active EE | $4,894 | $5,243-6.7% | $4,814+1.7% | $4,740+3.2% |
| Participant deferral / active EE | $12,952 | $7,799+66.1% | $7,446+73.9% | $6,400+102.4% |
| Admin fee / account holder | $5,193 | $11,571-55.1% | $10,010-48.1% | $11,426-54.6% |