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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $677,258 | $426,113+58.9% | $289,028+134.3% | $357,791+89.3% |
| Participation rate | 100.0% | 86.2%+13.8pp | 78.0%+22.0pp | 85.6%+14.4pp |
| Annual return | -3.47% | 260.96%-264.4pp | 243.94%-247.4pp | 396.79%-400.3pp |
| Employer contribution / active EE | $0 | $8,831-100.0% | $6,326-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $31,000 | $6,238+397.0% | $4,804+545.3% | $5,521+461.5% |
| Admin fee / account holder | $16,382 | $18,206-10.0% | $14,050+16.6% | $28,387-42.3% |