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 6-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 | $1,105,992 | $167,307+561.1% | $143,757+669.3% | $134,475+722.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -35.09% | 0.46%-35.5pp | -0.04%-35.0pp | 417.96%-453.0pp |
| Employer contribution / active EE | $13,859 | $5,619+146.6% | $4,951+179.9% | $4,740+192.4% |
| Participant deferral / active EE | $18,800 | $6,446+191.7% | $5,637+233.5% | $6,400+193.8% |
| Admin fee / account holder | $37,387 | $18,088+106.7% | $14,673+154.8% | $11,426+227.2% |