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 | $305,442 | $180,449+69.3% | $154,107+98.2% | $135,375+125.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.24% | 888.09%-899.3pp | 735.12%-746.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $14,242 | $6,035+136.0% | $5,298+168.8% | $4,779+198.0% |
| Participant deferral / active EE | $6,267 | $5,806+7.9% | $5,081+23.3% | $5,609+11.7% |
| Admin fee / account holder | $2,502 | $16,143-84.5% | $13,411-81.3% | $10,827-76.9% |