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 | $286,845 | $110,094+160.5% | $151,611+89.2% | $68,494+318.8% |
| Participation rate | 96.6% | 84.0%+12.6pp | 87.5%+9.1pp | 67.9%+28.7pp |
| Annual return | -21.61% | -10.12%-11.5pp | 3.33%-24.9pp | -7.84%-13.8pp |
| Employer contribution / active EE | $26,985 | $4,471+503.6% | $6,166+337.6% | $2,596+939.4% |
| Participant deferral / active EE | $18,693 | $6,527+186.4% | $8,363+123.5% | $4,027+364.2% |
| Admin fee / account holder | $2,648 | $7,719-65.7% | $11,616-77.2% | $5,403-51.0% |