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 | $298,332 | $167,307+78.3% | $143,757+107.5% | $134,475+121.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.77% | 0.46%-29.2pp | -0.04%-28.7pp | 417.96%-446.7pp |
| Employer contribution / active EE | $57,671 | $5,619+926.3% | $4,951+1064.8% | $4,740+1116.8% |
| Participant deferral / active EE | $20,448 | $6,446+217.2% | $5,637+262.7% | $6,400+219.5% |
| Admin fee / account holder | $2,303 | $18,088-87.3% | $14,673-84.3% | $11,426-79.8% |