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 | $334,020 | $100,754+231.5% | $86,677+285.4% | $134,475+148.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -43.19% | 29.04%-72.2pp | 35.91%-79.1pp | 417.96%-461.2pp |
| Employer contribution / active EE | $46,400 | $3,489+1229.8% | $2,836+1535.9% | $4,740+879.0% |
| Participant deferral / active EE | $14,600 | $5,338+173.5% | $4,656+213.6% | $6,400+128.1% |
| Admin fee / account holder | $42,111 | $10,926+285.4% | $7,493+462.0% | $11,426+268.6% |