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 | $325,007 | $102,616+216.7% | $81,983+296.4% | $158,922+104.5% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.2%+20.8pp | 82.0%+8.0pp |
| Annual return | -3.43% | 61.04%-64.5pp | 41.31%-44.7pp | 302.83%-306.3pp |
| Employer contribution / active EE | $15,181 | $3,240+368.5% | $2,498+507.7% | $4,761+218.8% |
| Participant deferral / active EE | $12,047 | $4,648+159.2% | $3,722+223.7% | $5,982+101.4% |
| Admin fee / account holder | $630 | $8,235-92.3% | $5,664-88.9% | $11,246-94.4% |