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 | $314,056 | $110,094+185.3% | $151,611+107.1% | $68,494+358.5% |
| Participation rate | 92.5% | 84.0%+8.5pp | 87.5%+5.0pp | 67.9%+24.6pp |
| Annual return | -20.21% | -10.12%-10.1pp | 3.33%-23.5pp | -7.84%-12.4pp |
| Employer contribution / active EE | $3,108 | $4,471-30.5% | $6,166-49.6% | $2,596+19.7% |
| Participant deferral / active EE | $11,170 | $6,527+71.1% | $8,363+33.6% | $4,027+177.4% |
| Admin fee / account holder | $2,859 | $7,719-63.0% | $11,616-75.4% | $5,403-47.1% |