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 | $291,115 | $95,803+203.9% | $113,168+157.2% | $84,808+243.3% |
| Participation rate | 76.0% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.7pp |
| Annual return | 9.17% | 25.00%-15.8pp | 24.27%-15.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $612 | $2,360-74.1% | $2,975-79.4% | $2,631-76.7% |
| Participant deferral / active EE | $6,032 | $4,242+42.2% | $5,107+18.1% | $4,212+43.2% |
| Admin fee / account holder | $97,570 | $8,989+985.5% | $12,068+708.5% | $7,344+1228.6% |