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 6-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 | $732,299 | $165,335+342.9% | $149,696+389.2% | $158,922+360.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.72% | 348.15%-341.4pp | 276.60%-269.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,616 | $5,103-68.3% | $4,644-65.2% | $4,761-66.1% |
| Participant deferral / active EE | $2,055 | $7,181-71.4% | $6,842-70.0% | $5,982-65.7% |
| Admin fee / account holder | $9,898 | $10,807-8.4% | $9,309+6.3% | $11,246-12.0% |