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 | $277,500 | $127,386+117.8% | $115,037+141.2% | $125,391+121.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -16.58% | 31.28%-47.9pp | 26.14%-42.7pp | 282.22%-298.8pp |
| Employer contribution / active EE | $5,000 | $5,166-3.2% | $4,608+8.5% | $4,866+2.8% |
| Participant deferral / active EE | $15,167 | $6,423+136.1% | $6,026+151.7% | $5,352+183.4% |
| Admin fee / account holder | $423 | $9,516-95.6% | $8,175-94.8% | $9,540-95.6% |