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 | $260,707 | $185,822+40.3% | $169,993+53.4% | $139,434+87.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -7.66% | 60.50%-68.2pp | 53.37%-61.0pp | 372.94%-380.6pp |
| Employer contribution / active EE | $7,516 | $7,590-1.0% | $6,785+10.8% | $4,751+58.2% |
| Participant deferral / active EE | $8,654 | $11,622-25.5% | $10,408-16.8% | $6,710+29.0% |
| Admin fee / account holder | $19,171 | $15,381+24.6% | $12,815+49.6% | $11,403+68.1% |