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 | $474,819 | $95,862+395.3% | $79,550+496.9% | $134,475+253.1% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -22.20% | -2.69%-19.5pp | 0.16%-22.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,618 | $3,128-16.3% | $2,413+8.5% | $4,740-44.8% |
| Participant deferral / active EE | $8,185 | $4,693+74.4% | $3,985+105.4% | $6,400+27.9% |
| Admin fee / account holder | $61,359 | $9,126+572.3% | $6,832+798.1% | $11,426+437.0% |