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 | $359,977 | $88,594+306.3% | $70,092+413.6% | $134,475+167.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -26.77% | 442.67%-469.4pp | 190.73%-217.5pp | 417.96%-444.7pp |
| Employer contribution / active EE | $32,797 | $3,233+914.5% | $2,559+1181.7% | $4,740+592.0% |
| Participant deferral / active EE | $18,438 | $4,772+286.4% | $3,849+379.1% | $6,400+188.1% |
| Admin fee / account holder | $6,139 | $10,441-41.2% | $6,267-2.0% | $11,426-46.3% |