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 | $347,640 | $209,411+66.0% | $178,490+94.8% | $158,922+118.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.28% | 188.75%-189.0pp | 151.07%-151.3pp | 302.83%-303.1pp |
| Employer contribution / active EE | $7,083 | $5,706+24.1% | $5,011+41.4% | $4,761+48.8% |
| Participant deferral / active EE | $5,322 | $5,954-10.6% | $5,202+2.3% | $5,982-11.0% |
| Admin fee / account holder | $1,502 | $17,074-91.2% | $13,984-89.3% | $11,246-86.6% |