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 | $254,222 | $133,958+89.8% | $112,228+126.5% | $134,475+89.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.82% | 47.11%-70.9pp | 27.45%-51.3pp | 417.96%-441.8pp |
| Employer contribution / active EE | $4,832 | $4,038+19.7% | $3,635+32.9% | $4,740+1.9% |
| Participant deferral / active EE | $13,000 | $5,291+145.7% | $4,728+175.0% | $6,400+103.1% |
| Admin fee / account holder | $2,742 | $7,489-63.4% | $6,410-57.2% | $11,426-76.0% |