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 | $399,856 | $209,411+90.9% | $178,490+124.0% | $158,922+151.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -5.38% | 188.75%-194.1pp | 151.07%-156.4pp | 302.83%-308.2pp |
| Employer contribution / active EE | $7,817 | $5,706+37.0% | $5,011+56.0% | $4,761+64.2% |
| Participant deferral / active EE | $6,289 | $5,954+5.6% | $5,202+20.9% | $5,982+5.1% |
| Admin fee / account holder | $22,263 | $17,074+30.4% | $13,984+59.2% | $11,246+98.0% |