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 | $260,920 | $160,055+63.0% | $140,016+86.4% | $135,375+92.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.66% | 911.38%-926.0pp | 651.12%-665.8pp | 519.73%-534.4pp |
| Employer contribution / active EE | $10,739 | $6,420+67.3% | $5,606+91.6% | $4,779+124.7% |
| Participant deferral / active EE | $14,944 | $7,642+95.6% | $6,927+115.7% | $5,609+166.4% |
| Admin fee / account holder | $1,466 | $13,328-89.0% | $10,705-86.3% | $10,827-86.5% |