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 | $303,132 | $89,753+237.7% | $107,525+181.9% | $84,808+257.4% |
| Participation rate | 98.4% | 68.1%+30.3pp | 75.1%+23.3pp | 68.3%+30.0pp |
| Annual return | -4.12% | 29.48%-33.6pp | 181.32%-185.4pp | 40.90%-45.0pp |
| Employer contribution / active EE | $12,669 | $3,113+306.9% | $3,754+237.5% | $2,631+381.5% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,933 | $7,222+9.8% | $8,919-11.1% | $7,344+8.0% |