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 | $290,902 | $167,307+73.9% | $143,757+102.4% | $134,475+116.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.70% | 0.46%-23.2pp | -0.04%-22.7pp | 417.96%-440.7pp |
| Employer contribution / active EE | $11,089 | $5,619+97.3% | $4,951+124.0% | $4,740+134.0% |
| Participant deferral / active EE | $6,674 | $6,446+3.5% | $5,637+18.4% | $6,400+4.3% |
| Admin fee / account holder | $1,335 | $18,088-92.6% | $14,673-90.9% | $11,426-88.3% |