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 | $400,611 | $209,411+91.3% | $178,490+124.4% | $158,922+152.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.83% | 188.75%-192.6pp | 151.07%-154.9pp | 302.83%-306.7pp |
| Employer contribution / active EE | $6,796 | $5,706+19.1% | $5,011+35.6% | $4,761+42.7% |
| Participant deferral / active EE | $13,675 | $5,954+129.7% | $5,202+162.9% | $5,982+128.6% |
| Admin fee / account holder | $2,855 | $17,074-83.3% | $13,984-79.6% | $11,246-74.6% |