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 | $1,117,783 | $88,594+1161.7% | $70,092+1494.7% | $134,475+731.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -25.16% | 442.67%-467.8pp | 190.73%-215.9pp | 417.96%-443.1pp |
| Employer contribution / active EE | $13,783 | $3,233+326.3% | $2,559+438.6% | $4,740+190.8% |
| Participant deferral / active EE | $13,500 | $4,772+182.9% | $3,849+250.8% | $6,400+110.9% |
| Admin fee / account holder | $80,844 | $10,441+674.3% | $6,267+1190.1% | $11,426+607.5% |