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 8-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 | $564,466 | $97,757+477.4% | $83,848+573.2% | $135,375+317.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.96% | 1287.37%-1299.3pp | 850.88%-862.8pp | 519.73%-531.7pp |
| Employer contribution / active EE | $4,987 | $4,222+18.1% | $3,631+37.4% | $4,779+4.4% |
| Participant deferral / active EE | $24,500 | $4,682+423.3% | $4,082+500.3% | $5,609+336.8% |
| Admin fee / account holder | $61,738 | $6,674+825.1% | $5,478+1027.0% | $10,827+470.2% |