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 | $568,319 | $150,440+277.8% | $136,294+317.0% | $147,584+285.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.55% | 1049.08%-1039.5pp | 5155.94%-5146.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $23,938 | $5,256+355.4% | $4,695+409.8% | $4,876+390.9% |
| Participant deferral / active EE | $1,575 | $6,630-76.2% | $6,247-74.8% | $5,439-71.0% |
| Admin fee / account holder | $20,367 | $10,905+86.8% | $9,243+120.3% | $10,885+87.1% |