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 | $251,533 | $100,754+149.6% | $86,677+190.2% | $134,475+87.0% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -21.84% | 29.04%-50.9pp | 35.91%-57.7pp | 417.96%-439.8pp |
| Employer contribution / active EE | $6,667 | $3,489+91.1% | $2,836+135.0% | $4,740+40.7% |
| Participant deferral / active EE | $1,350 | $5,338-74.7% | $4,656-71.0% | $6,400-78.9% |
| Admin fee / account holder | $4,820 | $10,926-55.9% | $7,493-35.7% | $11,426-57.8% |