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 | $682,998 | $167,307+308.2% | $143,757+375.1% | $134,475+407.9% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -21.92% | 0.46%-22.4pp | -0.04%-21.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $31,111 | $5,619+453.7% | $4,951+528.4% | $4,740+556.4% |
| Participant deferral / active EE | $20,735 | $6,446+221.7% | $5,637+267.8% | $6,400+224.0% |
| Admin fee / account holder | $5,158 | $18,088-71.5% | $14,673-64.8% | $11,426-54.9% |