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 | $629,706 | $142,344+342.4% | $119,609+426.5% | $134,475+368.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.46% | -12.44%-8.0pp | -14.97%-5.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $14,111 | $5,222+170.2% | $4,232+233.4% | $4,740+197.7% |
| Participant deferral / active EE | $14,101 | $6,469+118.0% | $5,602+151.7% | $6,400+120.3% |
| Admin fee / account holder | $60,157 | $13,584+342.9% | $10,323+482.7% | $11,426+426.5% |