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 | $388,875 | $102,616+279.0% | $81,983+374.3% | $158,922+144.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | -6.40% | 61.04%-67.4pp | 41.31%-47.7pp | 302.83%-309.2pp |
| Employer contribution / active EE | $10,385 | $3,240+220.5% | $2,498+315.7% | $4,761+118.1% |
| Participant deferral / active EE | $6,394 | $4,648+37.6% | $3,722+71.8% | $5,982+6.9% |
| Admin fee / account holder | $38,933 | $8,235+372.8% | $5,664+587.4% | $11,246+246.2% |