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 | $278,161 | $71,883+287.0% | $86,677+220.9% | $68,494+306.1% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -23.37% | 3.52%-26.9pp | 35.91%-59.3pp | -7.84%-15.5pp |
| Employer contribution / active EE | $1,257 | $2,173-42.2% | $2,836-55.7% | $2,596-51.6% |
| Participant deferral / active EE | $4,193 | $3,779+11.0% | $4,656-9.9% | $4,027+4.1% |
| Admin fee / account holder | $3,005 | $6,112-50.8% | $7,493-59.9% | $5,403-44.4% |