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 | $252,927 | $209,411+20.8% | $178,490+41.7% | $158,922+59.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -12.77% | 188.75%-201.5pp | 151.07%-163.8pp | 302.83%-315.6pp |
| Employer contribution / active EE | $8,678 | $5,706+52.1% | $5,011+73.2% | $4,761+82.3% |
| Participant deferral / active EE | $1,651 | $5,954-72.3% | $5,202-68.3% | $5,982-72.4% |
| Admin fee / account holder | $5,390 | $17,074-68.4% | $13,984-61.5% | $11,246-52.1% |