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 | $361,031 | $127,065+184.1% | $113,168+219.0% | $142,382+153.6% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | -2.17% | 24.03%-26.2pp | 24.27%-26.4pp | 217.08%-219.2pp |
| Employer contribution / active EE | $5,682 | $3,442+65.1% | $2,975+91.0% | $4,299+32.2% |
| Participant deferral / active EE | $11,228 | $5,716+96.4% | $5,107+119.9% | $6,507+72.5% |
| Admin fee / account holder | $23,275 | $15,736+47.9% | $12,068+92.9% | $12,624+84.4% |