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 | $261,915 | $100,754+160.0% | $86,677+202.2% | $134,475+94.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.82% | 29.04%-51.9pp | 35.91%-58.7pp | 417.96%-440.8pp |
| Employer contribution / active EE | $6,128 | $3,489+75.6% | $2,836+116.1% | $4,740+29.3% |
| Participant deferral / active EE | $5,241 | $5,338-1.8% | $4,656+12.6% | $6,400-18.1% |
| Admin fee / account holder | $2,175 | $10,926-80.1% | $7,493-71.0% | $11,426-81.0% |