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 | $275,291 | $96,484+185.3% | $75,886+262.8% | $152,861+80.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.4%+6.4pp |
| Annual return | -2.75% | 33.98%-36.7pp | 30.76%-33.5pp | 345.32%-348.1pp |
| Employer contribution / active EE | $15,187 | $3,309+358.9% | $2,500+507.4% | $4,762+218.9% |
| Participant deferral / active EE | $13,195 | $4,553+189.8% | $3,603+266.2% | $5,850+125.5% |
| Admin fee / account holder | $1,550 | $8,078-80.8% | $5,418-71.4% | $11,596-86.6% |