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.
Employer 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 | $278,207 | $185,822+49.7% | $169,993+63.7% | $139,434+99.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -2.79% | 60.50%-63.3pp | 53.37%-56.2pp | 372.94%-375.7pp |
| Employer contribution / active EE | $426 | $7,590-94.4% | $6,785-93.7% | $4,751-91.0% |
| Participant deferral / active EE | $14,960 | $11,622+28.7% | $10,408+43.7% | $6,710+122.9% |
| Admin fee / account holder | $5,154 | $15,381-66.5% | $12,815-59.8% | $11,403-54.8% |