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 | $253,817 | $177,572+42.9% | $154,803+64.0% | $142,382+78.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -0.89% | 65.07%-66.0pp | 58.88%-59.8pp | 217.08%-218.0pp |
| Employer contribution / active EE | $7,308 | $4,810+51.9% | $4,305+69.7% | $4,299+70.0% |
| Participant deferral / active EE | $29,556 | $6,272+371.3% | $5,540+433.5% | $6,507+354.2% |
| Admin fee / account holder | $64,678 | $16,786+285.3% | $14,329+351.4% | $12,624+412.4% |