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 | $341,852 | $168,632+102.7% | $147,614+131.6% | $125,391+172.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.34% | 77.65%-82.0pp | 61.98%-66.3pp | 282.22%-286.6pp |
| Employer contribution / active EE | $11,365 | $6,252+81.8% | $5,564+104.2% | $4,866+133.6% |
| Participant deferral / active EE | $12,265 | $5,507+122.7% | $4,895+150.5% | $5,352+129.2% |
| Admin fee / account holder | $4,161 | $13,580-69.4% | $11,611-64.2% | $9,540-56.4% |