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 | $299,208 | $147,167+103.3% | $111,392+168.6% | $135,375+121.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -10.54% | -4.44%-6.1pp | -2.06%-8.5pp | 519.73%-530.3pp |
| Employer contribution / active EE | $22,530 | $5,204+332.9% | $4,328+420.6% | $4,779+371.5% |
| Participant deferral / active EE | $24,500 | $6,565+273.2% | $5,567+340.1% | $5,609+336.8% |
| Admin fee / account holder | $2,962 | $20,270-85.4% | $12,266-75.9% | $10,827-72.6% |