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 | $309,771 | $73,933+319.0% | $96,683+220.4% | $75,163+312.1% |
| Participation rate | 93.9% | 66.4%+27.5pp | 74.3%+19.6pp | 67.2%+26.7pp |
| Annual return | -7.71% | 26.70%-34.4pp | 35.69%-43.4pp | 160.62%-168.3pp |
| Employer contribution / active EE | $8,999 | $2,928+207.4% | $3,737+140.8% | $2,670+237.1% |
| Participant deferral / active EE | $8,141 | $3,659+122.5% | $4,878+66.9% | $4,125+97.4% |
| Admin fee / account holder | $16,676 | $5,216+219.7% | $6,730+147.8% | $5,651+195.1% |