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 | $499,106 | $110,094+353.3% | $151,611+229.2% | $68,494+628.7% |
| Participation rate | 96.2% | 84.0%+12.2pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | -18.66% | -10.12%-8.5pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $7,234 | $4,471+61.8% | $6,166+17.3% | $2,596+178.6% |
| Participant deferral / active EE | $18,094 | $6,527+177.2% | $8,363+116.3% | $4,027+349.3% |
| Admin fee / account holder | $33,515 | $7,719+334.2% | $11,616+188.5% | $5,403+520.3% |