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 6-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 | $438,765 | $201,272+118.0% | $184,203+138.2% | $145,922+200.7% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | -4.69% | 29.00%-33.7pp | 28.81%-33.5pp | 561.29%-566.0pp |
| Employer contribution / active EE | $5,821 | $7,022-17.1% | $6,427-9.4% | $4,660+24.9% |
| Participant deferral / active EE | $10,493 | $9,806+7.0% | $9,131+14.9% | $6,688+56.9% |
| Admin fee / account holder | $5,785 | $16,364-64.6% | $13,901-58.4% | $13,397-56.8% |