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 7-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 | $578,451 | $148,978+288.3% | $200,582+188.4% | $84,808+582.1% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 9.56% | 28.16%-18.6pp | 42.33%-32.8pp | 40.90%-31.3pp |
| Employer contribution / active EE | $6 | $4,815-99.9% | $6,419-99.9% | $2,631-99.8% |
| Participant deferral / active EE | $19,795 | $7,142+177.2% | $9,331+112.1% | $4,212+370.0% |
| Admin fee / account holder | $52,088 | $13,977+272.7% | $16,305+219.5% | $7,344+609.3% |