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 | $272,673 | $183,963+48.2% | $162,163+68.1% | $152,861+78.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.44% | 150.76%-146.3pp | 115.59%-111.1pp | 345.32%-340.9pp |
| Employer contribution / active EE | $1,312 | $6,371-79.4% | $5,614-76.6% | $4,762-72.4% |
| Participant deferral / active EE | $4,144 | $8,034-48.4% | $7,298-43.2% | $5,850-29.2% |
| Admin fee / account holder | $7,108 | $13,121-45.8% | $10,843-34.4% | $11,596-38.7% |