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 | $308,196 | $100,754+205.9% | $86,677+255.6% | $134,475+129.2% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -20.85% | 29.04%-49.9pp | 35.91%-56.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,917 | $3,489-45.1% | $2,836-32.4% | $4,740-59.5% |
| Participant deferral / active EE | $5,063 | $5,338-5.2% | $4,656+8.7% | $6,400-20.9% |
| Admin fee / account holder | $6,358 | $10,926-41.8% | $7,493-15.1% | $11,426-44.4% |