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 | $353,184 | $177,572+98.9% | $154,803+128.2% | $142,382+148.1% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.1%+6.9pp | 80.1%+4.9pp |
| Annual return | -16.34% | 65.07%-81.4pp | 58.88%-75.2pp | 217.08%-233.4pp |
| Employer contribution / active EE | $2,100 | $4,810-56.3% | $4,305-51.2% | $4,299-51.2% |
| Participant deferral / active EE | $7,325 | $6,272+16.8% | $5,540+32.2% | $6,507+12.6% |
| Admin fee / account holder | $19,966 | $16,786+18.9% | $14,329+39.3% | $12,624+58.2% |