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 | $283,904 | $73,867+284.3% | $143,757+97.5% | $68,494+314.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.71% | 1.01%-22.7pp | -0.04%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $8,512 | $3,184+167.3% | $4,951+71.9% | $2,596+227.9% |
| Participant deferral / active EE | $5,687 | $3,384+68.0% | $5,637+0.9% | $4,027+41.2% |
| Admin fee / account holder | $10,967 | $5,755+90.6% | $14,673-25.3% | $5,403+103.0% |