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 | $359,138 | $112,096+220.4% | $95,952+274.3% | $158,922+126.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | -1.05% | 171.09%-172.1pp | 91.61%-92.7pp | 302.83%-303.9pp |
| Employer contribution / active EE | $2,101 | $3,198-34.3% | $2,541-17.3% | $4,761-55.9% |
| Participant deferral / active EE | $18,659 | $4,784+290.0% | $4,167+347.8% | $5,982+211.9% |
| Admin fee / account holder | $68,534 | $10,130+576.5% | $6,795+908.5% | $11,246+509.4% |