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 | $312,257 | $89,753+247.9% | $107,525+190.4% | $84,808+268.2% |
| Participation rate | 89.7% | 68.1%+21.7pp | 75.1%+14.7pp | 68.3%+21.4pp |
| Annual return | 11.83% | 29.48%-17.6pp | 181.32%-169.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $17,660 | $3,113+467.2% | $3,754+370.5% | $2,631+571.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $88,158 | $7,222+1120.7% | $8,919+888.5% | $7,344+1100.4% |