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 | $299,746 | $71,883+317.0% | $86,677+245.8% | $68,494+337.6% |
| Participation rate | 96.3% | 72.2%+24.1pp | 76.6%+19.7pp | 67.9%+28.4pp |
| Annual return | -18.97% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $10,835 | $2,173+398.7% | $2,836+282.0% | $2,596+317.3% |
| Participant deferral / active EE | $5,689 | $3,779+50.6% | $4,656+22.2% | $4,027+41.3% |
| Admin fee / account holder | $2,264 | $6,112-63.0% | $7,493-69.8% | $5,403-58.1% |