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 | $266,439 | $104,251+155.6% | $91,001+192.8% | $147,584+80.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.44% | 27.06%-18.6pp | 4.60%+3.8pp | 578.55%-570.1pp |
| Employer contribution / active EE | $69 | $3,116-97.8% | $2,456-97.2% | $4,876-98.6% |
| Participant deferral / active EE | $19,355 | $4,195+361.4% | $3,547+445.6% | $5,439+255.9% |
| Admin fee / account holder | $34,747 | $8,948+288.3% | $5,417+541.4% | $10,885+219.2% |