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 | $370,056 | $42,894+762.7% | $60,874+507.9% | $68,494+440.3% |
| Participation rate | 96.8% | 66.8%+30.0pp | 73.1%+23.7pp | 67.9%+28.9pp |
| Annual return | -22.85% | -13.98%-8.9pp | 16.90%-39.7pp | -7.84%-15.0pp |
| Employer contribution / active EE | $2,693 | $1,978+36.2% | $2,701-0.3% | $2,596+3.7% |
| Participant deferral / active EE | $7,861 | $2,867+174.2% | $3,817+106.0% | $4,027+95.2% |
| Admin fee / account holder | $3,415 | $3,101+10.1% | $3,224+5.9% | $5,403-36.8% |