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 9-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 | $570,881 | $60,022+851.1% | $88,946+541.8% | $84,808+573.1% |
| Participation rate | 92.3% | 57.8%+34.5pp | 68.8%+23.5pp | 68.3%+24.0pp |
| Annual return | 3.67% | 22.43%-18.8pp | 57.82%-54.2pp | 40.90%-37.2pp |
| Employer contribution / active EE | $1,615 | $1,703-5.1% | $2,555-36.8% | $2,631-38.6% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $157,883 | $4,811+3181.7% | $8,261+1811.2% | $7,344+2049.9% |