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 | $450,675 | $197,591+128.1% | $177,821+153.4% | $158,922+183.6% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | -13.16% | 58.76%-71.9pp | 48.32%-61.5pp | 302.83%-316.0pp |
| Employer contribution / active EE | $451 | $6,697-93.3% | $5,918-92.4% | $4,761-90.5% |
| Participant deferral / active EE | $4,312 | $8,405-48.7% | $7,714-44.1% | $5,982-27.9% |
| Admin fee / account holder | $9,350 | $15,399-39.3% | $12,427-24.8% | $11,246-16.9% |