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 | $3,526,394 | $167,484+2005.5% | $151,611+2225.9% | $134,475+2522.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -53.65% | 7.80%-61.4pp | 3.33%-57.0pp | 417.96%-471.6pp |
| Employer contribution / active EE | $40,989 | $6,829+500.2% | $6,166+564.8% | $4,740+764.8% |
| Participant deferral / active EE | $1,444 | $8,986-83.9% | $8,363-82.7% | $6,400-77.4% |
| Admin fee / account holder | $580,561 | $13,783+4112.2% | $11,616+4898.0% | $11,426+4981.1% |