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 | $742,493 | $217,402+241.5% | $185,823+299.6% | $167,490+343.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.97% | 148.36%-140.4pp | 122.05%-114.1pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,016 | $5,873-82.7% | $5,167-80.3% | $4,837-79.0% |
| Participant deferral / active EE | $8,614 | $6,356+35.5% | $5,568+54.7% | $6,341+35.8% |
| Admin fee / account holder | $2,641 | $19,811-86.7% | $16,237-83.7% | $12,309-78.5% |