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 3-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.
Employer 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 | $417,870 | $102,317+308.4% | $146,958+184.3% | $80,856+416.8% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 9.18% | 134.76%-125.6pp | 418.34%-409.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $744 | $3,713-80.0% | $4,933-84.9% | $2,755-73.0% |
| Participant deferral / active EE | $21,168 | $6,644+218.6% | $8,070+162.3% | $4,296+392.8% |
| Admin fee / account holder | $6,196 | $7,941-22.0% | $12,998-52.3% | $6,918-10.4% |