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 | $296,387 | $165,984+78.6% | $164,813+79.8% | $145,922+103.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | -2.70% | 100.03%-102.7pp | 69.93%-72.6pp | 561.29%-564.0pp |
| Employer contribution / active EE | $9,470 | $5,273+79.6% | $4,341+118.2% | $4,660+103.2% |
| Participant deferral / active EE | $13,333 | $6,959+91.6% | $6,031+121.1% | $6,688+99.4% |
| Admin fee / account holder | $12,717 | $16,648-23.6% | $12,690+0.2% | $13,397-5.1% |