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 | $262,976 | $52,681+399.2% | $75,781+247.0% | $59,632+341.0% |
| Participation rate | 97.4% | 67.2%+30.2pp | 75.8%+21.6pp | 68.7%+28.7pp |
| Annual return | -12.72% | 2.95%-15.7pp | 9.68%-22.4pp | 2041.28%-2054.0pp |
| Employer contribution / active EE | $14,275 | $2,193+550.8% | $3,323+329.5% | $2,203+548.1% |
| Participant deferral / active EE | $16,707 | $2,591+544.9% | $3,651+357.5% | $3,192+423.5% |
| Admin fee / account holder | $11,348 | $3,610+214.4% | $5,299+114.1% | $4,297+164.1% |