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 | $433,795 | $162,781+166.5% | $133,956+223.8% | $158,922+173.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.64% | 41.94%-37.3pp | 45.09%-40.5pp | 302.83%-298.2pp |
| Employer contribution / active EE | $23,837 | $4,975+379.1% | $3,919+508.3% | $4,761+400.7% |
| Participant deferral / active EE | $781 | $5,911-86.8% | $5,048-84.5% | $5,982-86.9% |
| Admin fee / account holder | $3,913 | $11,736-66.7% | $8,927-56.2% | $11,246-65.2% |