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 | $291,677 | $179,726+62.3% | $156,263+86.7% | $142,382+104.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | -5.14% | 77.86%-83.0pp | 59.47%-64.6pp | 217.08%-222.2pp |
| Employer contribution / active EE | $31,981 | $5,069+530.9% | $4,333+638.1% | $4,299+643.9% |
| Participant deferral / active EE | $24,486 | $6,956+252.0% | $6,158+297.6% | $6,507+276.3% |
| Admin fee / account holder | $5,443 | $17,272-68.5% | $14,255-61.8% | $12,624-56.9% |