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 | $398,322 | $115,770+244.1% | $101,248+293.4% | $158,922+150.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -8.40% | 56.14%-64.5pp | 46.47%-54.9pp | 302.83%-311.2pp |
| Employer contribution / active EE | $11,514 | $4,175+175.8% | $3,660+214.6% | $4,761+141.8% |
| Participant deferral / active EE | $5,642 | $4,957+13.8% | $4,370+29.1% | $5,982-5.7% |
| Admin fee / account holder | $3,377 | $7,245-53.4% | $5,945-43.2% | $11,246-70.0% |