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 9-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 | $272,019 | $197,591+37.7% | $177,821+53.0% | $158,922+71.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | -16.26% | 58.76%-75.0pp | 48.32%-64.6pp | 302.83%-319.1pp |
| Employer contribution / active EE | $375 | $6,697-94.4% | $5,918-93.7% | $4,761-92.1% |
| Participant deferral / active EE | $13,181 | $8,405+56.8% | $7,714+70.9% | $5,982+120.3% |
| Admin fee / account holder | $5,319 | $15,399-65.5% | $12,427-57.2% | $11,246-52.7% |