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 | $264,108 | $148,978+77.3% | $200,582+31.7% | $84,808+211.4% |
| Participation rate | 94.3% | 84.2%+10.1pp | 86.9%+7.4pp | 68.3%+26.0pp |
| Annual return | 0.08% | 28.16%-28.1pp | 42.33%-42.3pp | 40.90%-40.8pp |
| Employer contribution / active EE | $831 | $4,815-82.7% | $6,419-87.1% | $2,631-68.4% |
| Participant deferral / active EE | $13,123 | $7,142+83.7% | $9,331+40.6% | $4,212+211.6% |
| Admin fee / account holder | $670 | $13,977-95.2% | $16,305-95.9% | $7,344-90.9% |