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 | $402,958 | $152,587+164.1% | $125,175+221.9% | $152,861+163.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.47% | 54.84%-51.4pp | 43.79%-40.3pp | 345.32%-341.8pp |
| Employer contribution / active EE | $8,427 | $4,946+70.4% | $3,865+118.0% | $4,762+76.9% |
| Participant deferral / active EE | $416 | $5,868-92.9% | $4,937-91.6% | $5,850-92.9% |
| Admin fee / account holder | $7,303 | $13,434-45.6% | $9,702-24.7% | $11,596-37.0% |