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 | $600,948 | $73,867+713.6% | $143,757+318.0% | $68,494+777.4% |
| Participation rate | 98.1% | 66.7%+31.5pp | 80.3%+17.8pp | 67.9%+30.2pp |
| Annual return | -21.05% | 1.01%-22.1pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $37,243 | $3,184+1069.6% | $4,951+652.2% | $2,596+1334.5% |
| Participant deferral / active EE | $22,235 | $3,384+557.0% | $5,637+294.4% | $4,027+452.1% |
| Admin fee / account holder | $8,070 | $5,755+40.2% | $14,673-45.0% | $5,403+49.4% |