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.
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 | $358,110 | $157,256+127.7% | $141,162+153.7% | $152,861+134.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.99% | 64.32%-51.3pp | 71.39%-58.4pp | 345.32%-332.3pp |
| Employer contribution / active EE | $17,000 | $5,261+223.1% | $4,735+259.0% | $4,762+257.0% |
| Participant deferral / active EE | $206 | $7,109-97.1% | $6,709-96.9% | $5,850-96.5% |
| Admin fee / account holder | $134,220 | $12,120+1007.4% | $10,261+1208.0% | $11,596+1057.4% |