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 | $441,521 | $202,318+118.2% | $172,739+155.6% | $152,861+188.8% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 9.86% | 1029.65%-1019.8pp | 802.84%-793.0pp | 345.32%-335.5pp |
| Employer contribution / active EE | $732 | $5,856-87.5% | $5,143-85.8% | $4,762-84.6% |
| Participant deferral / active EE | $5,164 | $5,948-13.2% | $5,198-0.6% | $5,850-11.7% |
| Admin fee / account holder | $512,616 | $17,109+2896.2% | $13,954+3573.6% | $11,596+4320.5% |