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 | $662,380 | $110,094+501.6% | $151,611+336.9% | $68,494+867.1% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -19.77% | -10.12%-9.7pp | 3.33%-23.1pp | -7.84%-11.9pp |
| Employer contribution / active EE | $10,187 | $4,471+127.9% | $6,166+65.2% | $2,596+292.3% |
| Participant deferral / active EE | $9,847 | $6,527+50.9% | $8,363+17.7% | $4,027+144.5% |
| Admin fee / account holder | $1,362 | $7,719-82.4% | $11,616-88.3% | $5,403-74.8% |