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 | $304,153 | $73,004+316.6% | $90,749+235.2% | $68,494+344.1% |
| Participation rate | 96.2% | 70.8%+25.3pp | 75.7%+20.5pp | 67.9%+28.3pp |
| Annual return | -21.33% | -13.81%-7.5pp | -12.16%-9.2pp | -7.84%-13.5pp |
| Employer contribution / active EE | $7,739 | $2,193+252.9% | $2,921+164.9% | $2,596+198.1% |
| Participant deferral / active EE | $8,783 | $3,627+142.2% | $4,564+92.4% | $4,027+118.1% |
| Admin fee / account holder | $25,810 | $5,896+337.8% | $8,445+205.6% | $5,403+377.7% |