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 | $345,576 | $71,883+380.7% | $86,677+298.7% | $68,494+404.5% |
| Participation rate | 98.6% | 72.2%+26.4pp | 76.6%+22.1pp | 67.9%+30.8pp |
| Annual return | -21.66% | 3.52%-25.2pp | 35.91%-57.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $7,184 | $2,173+230.6% | $2,836+153.3% | $2,596+176.7% |
| Participant deferral / active EE | $6,433 | $3,779+70.2% | $4,656+38.2% | $4,027+59.7% |
| Admin fee / account holder | $24,062 | $6,112+293.7% | $7,493+221.1% | $5,403+345.4% |