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 5-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 | $266,154 | $140,578+89.3% | $100,671+164.4% | $125,391+112.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -5.15% | 24.67%-29.8pp | 20.43%-25.6pp | 282.22%-287.4pp |
| Employer contribution / active EE | $15,900 | $5,965+166.5% | $4,012+296.3% | $4,866+226.8% |
| Participant deferral / active EE | $18,000 | $3,981+352.1% | $3,144+472.6% | $5,352+236.4% |
| Admin fee / account holder | $3,701 | $6,716-44.9% | $4,850-23.7% | $9,540-61.2% |