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 | $459,468 | $103,376+344.5% | $87,100+427.5% | $152,861+200.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 2.64% | 28.10%-25.5pp | 28.19%-25.6pp | 345.32%-342.7pp |
| Employer contribution / active EE | $5,749 | $3,220+78.5% | $2,521+128.0% | $4,762+20.7% |
| Participant deferral / active EE | $923 | $4,778-80.7% | $4,049-77.2% | $5,850-84.2% |
| Admin fee / account holder | $12,269 | $12,205+0.5% | $7,497+63.7% | $11,596+5.8% |