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 | $598,058 | $228,332+161.9% | $185,823+221.8% | $158,922+276.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -4.55% | 40.80%-45.4pp | 35.95%-40.5pp | 302.83%-307.4pp |
| Employer contribution / active EE | $2,868 | $4,967-42.3% | $4,087-29.8% | $4,761-39.8% |
| Participant deferral / active EE | $13,468 | $6,415+110.0% | $5,632+139.1% | $5,982+125.1% |
| Admin fee / account holder | $30,727 | $11,864+159.0% | $9,500+223.4% | $11,246+173.2% |