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 | $286,084 | $138,044+107.2% | $125,339+128.2% | $134,475+112.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.80% | 750.33%-780.1pp | 572.05%-601.9pp | 417.96%-447.8pp |
| Employer contribution / active EE | $5,654 | $5,243+7.8% | $4,814+17.5% | $4,740+19.3% |
| Participant deferral / active EE | $12,040 | $7,799+54.4% | $7,446+61.7% | $6,400+88.1% |
| Admin fee / account holder | $1,985 | $11,571-82.8% | $10,010-80.2% | $11,426-82.6% |