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 | $256,666 | $138,044+85.9% | $125,339+104.8% | $134,475+90.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -23.24% | 750.33%-773.6pp | 572.05%-595.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $8,026 | $5,243+53.1% | $4,814+66.7% | $4,740+69.3% |
| Participant deferral / active EE | $12,936 | $7,799+65.9% | $7,446+73.7% | $6,400+102.1% |
| Admin fee / account holder | $11,206 | $11,571-3.2% | $10,010+12.0% | $11,426-1.9% |