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 9-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 | $484,684 | $183,963+163.5% | $162,163+198.9% | $152,861+217.1% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 8.61% | 150.76%-142.1pp | 115.59%-107.0pp | 345.32%-336.7pp |
| Employer contribution / active EE | $585 | $6,371-90.8% | $5,614-89.6% | $4,762-87.7% |
| Participant deferral / active EE | $4,757 | $8,034-40.8% | $7,298-34.8% | $5,850-18.7% |
| Admin fee / account holder | $5,601 | $13,121-57.3% | $10,843-48.3% | $11,596-51.7% |