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.
Employer 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 | $388,392 | $176,056+120.6% | $159,436+143.6% | $167,490+131.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.74% | 331.75%-326.0pp | 263.57%-257.8pp | 478.56%-472.8pp |
| Employer contribution / active EE | $855 | $5,297-83.9% | $4,829-82.3% | $4,837-82.3% |
| Participant deferral / active EE | $10,000 | $7,750+29.0% | $7,352+36.0% | $6,341+57.7% |
| Admin fee / account holder | $2,737 | $12,554-78.2% | $10,799-74.7% | $12,309-77.8% |