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 | $296,694 | $77,314+283.8% | $177,989+66.7% | $80,856+266.9% |
| Participation rate | 84.3% | 65.7%+18.6pp | 77.1%+7.2pp | 67.6%+16.7pp |
| Annual return | -15.70% | 18.09%-33.8pp | 294.48%-310.2pp | 35.59%-51.3pp |
| Employer contribution / active EE | $5,936 | $2,292+159.0% | $3,949+50.3% | $2,755+115.5% |
| Participant deferral / active EE | $6,243 | $4,411+41.5% | $6,276-0.5% | $4,296+45.3% |
| Admin fee / account holder | $22,194 | $7,191+208.6% | $10,363+114.2% | $6,918+220.8% |