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 | $362,589 | $77,899+365.5% | $149,673+142.3% | $75,163+382.4% |
| Participation rate | 97.8% | 65.6%+32.2pp | 78.8%+19.0pp | 67.2%+30.6pp |
| Annual return | -7.86% | 31.72%-39.6pp | 134.42%-142.3pp | 160.62%-168.5pp |
| Employer contribution / active EE | $43,730 | $3,137+1293.8% | $4,818+807.7% | $2,670+1537.9% |
| Participant deferral / active EE | $2,509 | $3,411-26.5% | $5,680-55.8% | $4,125-39.2% |
| Admin fee / account holder | $19,309 | $5,956+224.2% | $13,210+46.2% | $5,651+241.7% |