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 8-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 | $305,971 | $176,056+73.8% | $159,436+91.9% | $167,490+82.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.57% | 331.75%-329.2pp | 263.57%-261.0pp | 478.56%-476.0pp |
| Employer contribution / active EE | $1,130 | $5,297-78.7% | $4,829-76.6% | $4,837-76.7% |
| Participant deferral / active EE | $1,695 | $7,750-78.1% | $7,352-77.0% | $6,341-73.3% |
| Admin fee / account holder | $51,458 | $12,554+309.9% | $10,799+376.5% | $12,309+318.0% |