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 | $334,202 | $110,257+203.1% | $96,544+246.2% | $139,434+139.7% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | -3.55% | 26.32%-29.9pp | 25.84%-29.4pp | 372.94%-376.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,080 | $5,548+81.7% | $4,851+107.8% | $6,710+50.2% |
| Admin fee / account holder | $42,805 | $11,591+269.3% | $8,252+418.7% | $11,403+275.4% |