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 | $460,724 | $165,335+178.7% | $149,696+207.8% | $158,922+189.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -11.06% | 348.15%-359.2pp | 276.60%-287.7pp | 302.83%-313.9pp |
| Employer contribution / active EE | $4,679 | $5,103-8.3% | $4,644+0.7% | $4,761-1.7% |
| Participant deferral / active EE | $17,050 | $7,181+137.4% | $6,842+149.2% | $5,982+185.0% |
| Admin fee / account holder | $2,681 | $10,807-75.2% | $9,309-71.2% | $11,246-76.2% |