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 | $492,485 | $135,952+262.2% | $123,892+297.5% | $273,961+79.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.88% | 56.63%-53.7pp | 47.52%-44.6pp | 41.45%-38.6pp |
| Employer contribution / active EE | $30,863 | $5,170+497.0% | $4,617+568.5% | $4,869+533.9% |
| Participant deferral / active EE | $1,500 | $6,343-76.4% | $5,984-74.9% | $5,287-71.6% |
| Admin fee / account holder | $415 | $9,817-95.8% | $8,357-95.0% | $10,132-95.9% |