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 | $616,656 | $138,044+346.7% | $125,339+392.0% | $134,475+358.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -23.64% | 750.33%-774.0pp | 572.05%-595.7pp | 417.96%-441.6pp |
| Employer contribution / active EE | $18,199 | $5,243+247.1% | $4,814+278.1% | $4,740+284.0% |
| Participant deferral / active EE | $12,062 | $7,799+54.7% | $7,446+62.0% | $6,400+88.5% |
| Admin fee / account holder | $33,496 | $11,571+189.5% | $10,010+234.6% | $11,426+193.2% |