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 | $387,195 | $167,484+131.2% | $151,611+155.4% | $134,475+187.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.24% | 7.80%-31.0pp | 3.33%-26.6pp | 417.96%-441.2pp |
| Employer contribution / active EE | $8,841 | $6,829+29.5% | $6,166+43.4% | $4,740+86.5% |
| Participant deferral / active EE | $10,733 | $8,986+19.4% | $8,363+28.3% | $6,400+67.7% |
| Admin fee / account holder | $3,939 | $13,783-71.4% | $11,616-66.1% | $11,426-65.5% |