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 | $266,122 | $82,664+221.9% | $125,339+112.3% | $68,494+288.5% |
| Participation rate | 98.9% | 75.0%+23.8pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | -20.40% | -5.97%-14.4pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $8,130 | $3,381+140.5% | $4,814+68.9% | $2,596+213.1% |
| Participant deferral / active EE | $17,958 | $6,110+193.9% | $7,446+141.2% | $4,027+345.9% |
| Admin fee / account holder | $14,012 | $6,275+123.3% | $10,010+40.0% | $5,403+159.3% |