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 | $263,212 | $81,900+221.4% | $119,609+120.1% | $68,494+284.3% |
| Participation rate | 76.3% | 71.9%+4.4pp | 79.3%-2.9pp | 67.9%+8.4pp |
| Annual return | -19.38% | -23.82%+4.4pp | -14.97%-4.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,502 | $2,693-7.1% | $4,232-40.9% | $2,596-3.6% |
| Participant deferral / active EE | $5,298 | $4,148+27.7% | $5,602-5.4% | $4,027+31.6% |
| Admin fee / account holder | $5,116 | $6,582-22.3% | $10,323-50.4% | $5,403-5.3% |