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 | $266,602 | $60,124+343.4% | $90,404+194.9% | $79,858+233.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 5.08% | 71.94%-66.9pp | 1293.02%-1287.9pp | 31.71%-26.6pp |
| Employer contribution / active EE | $17,042 | $2,068+724.2% | $3,262+422.4% | $2,471+589.7% |
| Participant deferral / active EE | $5 | $2,938-99.8% | $3,963-99.9% | $3,740-99.9% |
| Admin fee / account holder | $5,835 | $3,976+46.7% | $5,611+4.0% | $5,306+10.0% |