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 9-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 | $350,168 | $115,882+202.2% | $100,516+248.4% | $158,922+120.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -1.34% | 34.79%-36.1pp | 30.89%-32.2pp | 302.83%-304.2pp |
| Employer contribution / active EE | $6,079 | $4,103+48.2% | $3,418+77.9% | $4,761+27.7% |
| Participant deferral / active EE | $9,232 | $6,674+38.3% | $6,270+47.2% | $5,982+54.3% |
| Admin fee / account holder | $101,998 | $10,995+827.6% | $8,081+1162.2% | $11,246+807.0% |