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 | $395,169 | $62,672+530.5% | $185,117+113.5% | $70,131+463.5% |
| Participation rate | 96.2% | 63.8%+32.4pp | 77.3%+18.9pp | 69.5%+26.6pp |
| Annual return | 10.18% | 40.79%-30.6pp | 40.50%-30.3pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,197 | $1,753+25.3% | $4,182-47.5% | $2,342-6.2% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,640 | $3,932+43.4% | $8,159-30.9% | $4,645+21.4% |