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 | $877,260 | $116,175+655.1% | $93,606+837.2% | $152,861+473.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | -4.71% | 35.96%-40.7pp | 32.76%-37.5pp | 345.32%-350.0pp |
| Employer contribution / active EE | $17,398 | $3,218+440.6% | $2,718+540.1% | $4,762+265.3% |
| Participant deferral / active EE | $3,000 | $4,603-34.8% | $4,069-26.3% | $5,850-48.7% |
| Admin fee / account holder | $35,388 | $10,748+229.3% | $7,888+348.6% | $11,596+205.2% |