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 | $265,041 | $117,983+124.6% | $101,794+160.4% | $142,382+86.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.48% | 36.92%-27.4pp | 30.53%-21.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $972 | $2,773-65.0% | $2,289-57.5% | $4,299-77.4% |
| Participant deferral / active EE | $688 | $4,714-85.4% | $4,084-83.1% | $6,507-89.4% |
| Admin fee / account holder | $684 | $10,433-93.4% | $8,777-92.2% | $12,624-94.6% |