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 | $467,843 | $168,632+177.4% | $147,614+216.9% | $125,391+273.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.99% | 77.65%-82.6pp | 61.98%-67.0pp | 282.22%-287.2pp |
| Employer contribution / active EE | $12,109 | $6,252+93.7% | $5,564+117.6% | $4,866+148.9% |
| Participant deferral / active EE | $13,300 | $5,507+141.5% | $4,895+171.7% | $5,352+148.5% |
| Admin fee / account holder | $5,690 | $13,580-58.1% | $11,611-51.0% | $9,540-40.4% |