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 9-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 | $389,116 | $135,635+186.9% | $110,238+253.0% | $135,375+187.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.71% | 513.19%-522.9pp | 314.74%-324.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $15,598 | $4,906+217.9% | $3,826+307.6% | $4,779+226.4% |
| Participant deferral / active EE | $11,964 | $5,506+117.3% | $4,672+156.1% | $5,609+113.3% |
| Admin fee / account holder | $2,295 | $11,457-80.0% | $8,547-73.1% | $10,827-78.8% |