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 7-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 | $307,039 | $177,572+72.9% | $154,803+98.3% | $142,382+115.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -3.47% | 65.07%-68.5pp | 58.88%-62.3pp | 217.08%-220.5pp |
| Employer contribution / active EE | $11,945 | $4,810+148.3% | $4,305+177.4% | $4,299+177.8% |
| Participant deferral / active EE | $21,375 | $6,272+240.8% | $5,540+285.8% | $6,507+228.5% |
| Admin fee / account holder | $1,530 | $16,786-90.9% | $14,329-89.3% | $12,624-87.9% |