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 | $303,908 | $148,534+104.6% | $135,903+123.6% | $139,434+118.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.27% | 79.19%-73.9pp | 68.23%-63.0pp | 372.94%-367.7pp |
| Employer contribution / active EE | $20,141 | $5,243+284.2% | $4,856+314.8% | $4,751+324.0% |
| Participant deferral / active EE | $1,875 | $8,100-76.9% | $7,758-75.8% | $6,710-72.1% |
| Admin fee / account holder | $10,837 | $12,400-12.6% | $10,762+0.7% | $11,403-5.0% |