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 | $265,548 | $135,952+95.3% | $123,892+114.3% | $273,961-3.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -5.14% | 56.63%-61.8pp | 47.52%-52.7pp | 41.45%-46.6pp |
| Employer contribution / active EE | $11,017 | $5,170+113.1% | $4,617+138.6% | $4,869+126.3% |
| Participant deferral / active EE | $13,125 | $6,343+106.9% | $5,984+119.3% | $5,287+148.2% |
| Admin fee / account holder | $2,083 | $9,817-78.8% | $8,357-75.1% | $10,132-79.4% |