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 | $847,209 | $177,572+377.1% | $154,803+447.3% | $142,382+495.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.08% | 65.07%-60.0pp | 58.88%-53.8pp | 217.08%-212.0pp |
| Employer contribution / active EE | $1,069 | $4,810-77.8% | $4,305-75.2% | $4,299-75.1% |
| Participant deferral / active EE | $698 | $6,272-88.9% | $5,540-87.4% | $6,507-89.3% |
| Admin fee / account holder | $58,022 | $16,786+245.7% | $14,329+304.9% | $12,624+359.6% |