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 | $271,833 | $175,202+55.2% | $149,673+81.6% | $139,434+95.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 10.36% | 166.71%-156.3pp | 134.42%-124.1pp | 372.94%-362.6pp |
| Employer contribution / active EE | $4,108 | $5,474-25.0% | $4,818-14.7% | $4,751-13.5% |
| Participant deferral / active EE | $1,247 | $6,519-80.9% | $5,680-78.1% | $6,710-81.4% |
| Admin fee / account holder | $4,192 | $16,150-74.0% | $13,210-68.3% | $11,403-63.2% |