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 | $444,922 | $197,591+125.2% | $177,821+150.2% | $158,922+180.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | -3.68% | 58.76%-62.4pp | 48.32%-52.0pp | 302.83%-306.5pp |
| Employer contribution / active EE | $12,500 | $6,697+86.6% | $5,918+111.2% | $4,761+162.5% |
| Participant deferral / active EE | $13,040 | $8,405+55.1% | $7,714+69.0% | $5,982+118.0% |
| Admin fee / account holder | $1,582 | $15,399-89.7% | $12,427-87.3% | $11,246-85.9% |