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 | $255,719 | $117,381+117.9% | $99,443+157.2% | $152,861+67.3% |
| Participation rate | 94.4% | 77.5%+16.9pp | 73.8%+20.6pp | 82.4%+12.0pp |
| Annual return | 2.15% | 31.87%-29.7pp | 30.72%-28.6pp | 345.32%-343.2pp |
| Employer contribution / active EE | $24,524 | $3,013+714.0% | $2,540+865.6% | $4,762+415.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,425 | $7,631-81.3% | $6,250-77.2% | $11,596-87.7% |