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 | $645,183 | $214,378+201.0% | $200,582+221.7% | $142,382+353.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.12% | 46.41%-37.3pp | 42.33%-33.2pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,199 | $6,841-82.5% | $6,419-81.3% | $4,299-72.1% |
| Participant deferral / active EE | $33,800 | $9,865+242.6% | $9,331+262.2% | $6,507+419.4% |
| Admin fee / account holder | $195,617 | $17,692+1005.7% | $16,305+1099.8% | $12,624+1449.6% |