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 5-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 | $405,854 | $48,265+740.9% | $68,791+490.0% | $68,494+492.5% |
| Participation rate | 90.2% | 60.7%+29.5pp | 69.0%+21.1pp | 67.9%+22.3pp |
| Annual return | -22.63% | -12.71%-9.9pp | -6.38%-16.3pp | -7.84%-14.8pp |
| Employer contribution / active EE | $10,186 | $1,829+457.1% | $2,655+283.6% | $2,596+292.3% |
| Participant deferral / active EE | $15,302 | $2,867+433.8% | $3,941+288.3% | $4,027+280.0% |
| Admin fee / account holder | $59,953 | $4,355+1276.5% | $4,932+1115.6% | $5,403+1009.7% |