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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $282,965 | $104,486+170.8% | $76,817+268.4% | $152,861+85.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 2.26% | 1013.37%-1011.1pp | 1166.11%-1163.8pp | 345.32%-343.1pp |
| Employer contribution / active EE | $33,658 | $3,116+980.3% | $2,302+1362.1% | $4,762+606.8% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,264 | $12,275-73.4% | $6,420-49.2% | $11,596-71.9% |