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 6-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 | $313,688 | $54,705+473.4% | $71,209+340.5% | $84,808+269.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | -24.97% | 35.90%-60.9pp | 282.51%-307.5pp | 40.90%-65.9pp |
| Employer contribution / active EE | $11,200 | $2,158+419.0% | $2,721+311.6% | $2,631+325.7% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,023 | $4,863-17.3% | $5,349-24.8% | $7,344-45.2% |