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 | $326,394 | $110,094+196.5% | $151,611+115.3% | $68,494+376.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 87.5%+6.3pp | 67.9%+25.9pp |
| Annual return | -21.92% | -10.12%-11.8pp | 3.33%-25.2pp | -7.84%-14.1pp |
| Employer contribution / active EE | $4,702 | $4,471+5.2% | $6,166-23.7% | $2,596+81.1% |
| Participant deferral / active EE | $19,238 | $6,527+194.7% | $8,363+130.0% | $4,027+377.7% |
| Admin fee / account holder | $93,377 | $7,719+1109.8% | $11,616+703.9% | $5,403+1628.3% |