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.
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 | $414,868 | $175,202+136.8% | $149,673+177.2% | $139,434+197.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -20.91% | 166.71%-187.6pp | 134.42%-155.3pp | 372.94%-393.9pp |
| Employer contribution / active EE | $3 | $5,474-100.0% | $4,818-99.9% | $4,751-99.9% |
| Participant deferral / active EE | $26,200 | $6,519+301.9% | $5,680+361.3% | $6,710+290.4% |
| Admin fee / account holder | $48,394 | $16,150+199.6% | $13,210+266.3% | $11,403+324.4% |