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 | $1,506,200 | $95,266+1481.1% | $82,389+1728.2% | $142,382+957.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.43% | 25.74%-16.3pp | 28.67%-19.2pp | 217.08%-207.6pp |
| Employer contribution / active EE | $416 | $2,991-86.1% | $2,517-83.5% | $4,299-90.3% |
| Participant deferral / active EE | $22,550 | $4,809+368.9% | $4,155+442.8% | $6,507+246.5% |
| Admin fee / account holder | $9,920 | $8,563+15.8% | $7,231+37.2% | $12,624-21.4% |