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 | $395,260 | $110,094+259.0% | $151,611+160.7% | $68,494+477.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.33% | -10.12%-10.2pp | 3.33%-23.7pp | -7.84%-12.5pp |
| Employer contribution / active EE | $19,869 | $4,471+344.4% | $6,166+222.2% | $2,596+665.3% |
| Participant deferral / active EE | $15,119 | $6,527+131.6% | $8,363+80.8% | $4,027+275.4% |
| Admin fee / account holder | $475 | $7,719-93.8% | $11,616-95.9% | $5,403-91.2% |