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 | $254,909 | $138,347+84.3% | $184,203+38.4% | $80,856+215.3% |
| Participation rate | 72.0% | 83.9%-11.9pp | 86.8%-14.8pp | 67.6%+4.4pp |
| Annual return | 8.38% | 20.02%-11.6pp | 28.81%-20.4pp | 35.59%-27.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,627 | $7,071-34.6% | $9,131-49.3% | $4,296+7.7% |
| Admin fee / account holder | $7,359 | $10,483-29.8% | $13,901-47.1% | $6,918+6.4% |