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 | $346,004 | $133,958+158.3% | $112,228+208.3% | $134,475+157.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -21.87% | 47.11%-69.0pp | 27.45%-49.3pp | 417.96%-439.8pp |
| Employer contribution / active EE | $4,934 | $4,038+22.2% | $3,635+35.7% | $4,740+4.1% |
| Participant deferral / active EE | $7,388 | $5,291+39.6% | $4,728+56.3% | $6,400+15.4% |
| Admin fee / account holder | $11,429 | $7,489+52.6% | $6,410+78.3% | $11,4260% |