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 | $264,801 | $61,774+328.7% | $97,226+172.4% | $80,856+227.5% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.7%+13.0pp | 67.6%+18.1pp |
| Annual return | 10.25% | -557.90%+568.2pp | 75.13%-64.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,284 | $3,029+206.5% | $4,264+117.7% | $4,296+116.1% |
| Admin fee / account holder | $55,322 | $5,166+970.9% | $5,654+878.5% | $6,918+699.7% |