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 | $274,952 | $73,867+272.2% | $143,757+91.3% | $68,494+301.4% |
| Participation rate | 86.7% | 66.7%+20.0pp | 80.3%+6.4pp | 67.9%+18.8pp |
| Annual return | -20.10% | 1.01%-21.1pp | -0.04%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $11,082 | $3,184+248.0% | $4,951+123.8% | $2,596+326.8% |
| Participant deferral / active EE | $6,658 | $3,384+96.7% | $5,637+18.1% | $4,027+65.3% |
| Admin fee / account holder | $4,584 | $5,755-20.3% | $14,673-68.8% | $5,403-15.2% |