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 | $339,566 | $138,065+145.9% | $123,544+174.9% | $135,375+150.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -11.12% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,536 | $5,151-70.2% | $4,628-66.8% | $4,779-67.9% |
| Participant deferral / active EE | $16,229 | $6,799+138.7% | $6,426+152.6% | $5,609+189.3% |
| Admin fee / account holder | $4,296 | $10,916-60.6% | $9,284-53.7% | $10,827-60.3% |