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 | $478,703 | $76,000+529.9% | $154,107+210.6% | $64,186+645.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.57% | 30.32%-40.9pp | 735.12%-745.7pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,242 | $3,351-62.9% | $5,298-76.6% | $2,381-47.8% |
| Participant deferral / active EE | $6,481 | $3,175+104.1% | $5,081+27.6% | $3,470+86.8% |
| Admin fee / account holder | $6,900 | $5,596+23.3% | $13,411-48.5% | $4,888+41.2% |