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 | $251,864 | $175,600+43.4% | $129,110+95.1% | $134,475+87.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.3%+8.5pp | 81.2%+4.5pp |
| Annual return | -22.75% | -11.39%-11.4pp | -10.94%-11.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,878 | $6,355-70.5% | $5,052-62.8% | $4,740-60.4% |
| Participant deferral / active EE | $12,174 | $7,975+52.6% | $6,542+86.1% | $6,400+90.2% |
| Admin fee / account holder | $6,059 | $23,567-74.3% | $14,302-57.6% | $11,426-47.0% |