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 3-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 | $682,283 | $77,503+780.3% | $100,391+579.6% | $80,856+743.8% |
| Participation rate | 95.6% | 76.9%+18.6pp | 81.5%+14.1pp | 67.6%+27.9pp |
| Annual return | -0.11% | 37.20%-37.3pp | 49.20%-49.3pp | 35.59%-35.7pp |
| Employer contribution / active EE | $31,896 | $2,801+1038.8% | $3,942+709.2% | $2,755+1057.8% |
| Participant deferral / active EE | $0 | $6,820-100.0% | $8,082-100.0% | $4,296-100.0% |
| Admin fee / account holder | $22,316 | $5,897+278.4% | $7,899+182.5% | $6,918+222.6% |