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 | $369,514 | $110,094+235.6% | $151,611+143.7% | $68,494+439.5% |
| Participation rate | 93.9% | 84.0%+10.0pp | 87.5%+6.4pp | 67.9%+26.1pp |
| Annual return | -19.09% | -10.12%-9.0pp | 3.33%-22.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $7,782 | $4,471+74.1% | $6,166+26.2% | $2,596+199.7% |
| Participant deferral / active EE | $17,196 | $6,527+163.4% | $8,363+105.6% | $4,027+327.0% |
| Admin fee / account holder | $1,158 | $7,719-85.0% | $11,616-90.0% | $5,403-78.6% |