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 | $303,045 | $167,307+81.1% | $143,757+110.8% | $134,475+125.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -30.84% | 0.46%-31.3pp | -0.04%-30.8pp | 417.96%-448.8pp |
| Employer contribution / active EE | $1,272 | $5,619-77.4% | $4,951-74.3% | $4,740-73.2% |
| Participant deferral / active EE | $10,204 | $6,446+58.3% | $5,637+81.0% | $6,400+59.4% |
| Admin fee / account holder | $2,012 | $18,088-88.9% | $14,673-86.3% | $11,426-82.4% |