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 | $706,259 | $214,378+229.4% | $200,582+252.1% | $142,382+396.0% |
| Participation rate | 79.2% | 87.4%-8.3pp | 86.9%-7.7pp | 80.1%-1.0pp |
| Annual return | 7.79% | 46.41%-38.6pp | 42.33%-34.5pp | 217.08%-209.3pp |
| Employer contribution / active EE | -$2,614 | $6,841-138.2% | $6,419-140.7% | $4,299-160.8% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $19,185 | $17,692+8.4% | $16,305+17.7% | $12,624+52.0% |