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 | $256,237 | $167,307+53.2% | $143,757+78.2% | $134,475+90.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.76% | 0.46%-32.2pp | -0.04%-31.7pp | 417.96%-449.7pp |
| Employer contribution / active EE | $1,192 | $5,619-78.8% | $4,951-75.9% | $4,740-74.8% |
| Participant deferral / active EE | $1,322 | $6,446-79.5% | $5,637-76.6% | $6,400-79.3% |
| Admin fee / account holder | $14,881 | $18,088-17.7% | $14,673+1.4% | $11,426+30.2% |