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.
Participant 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 | $304,440 | $91,538+232.6% | $129,995+134.2% | $75,163+305.0% |
| Participation rate | 94.9% | 71.4%+23.4pp | 78.5%+16.4pp | 67.2%+27.7pp |
| Annual return | 8.13% | -631.11%+639.2pp | -137.18%+145.3pp | 160.62%-152.5pp |
| Employer contribution / active EE | $12,978 | $2,845+356.1% | $4,320+200.5% | $2,670+386.1% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,317 | $6,790-36.4% | $10,614-59.3% | $5,651-23.6% |