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 | $286,982 | $179,726+59.7% | $156,263+83.7% | $142,382+101.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 2.69% | 77.86%-75.2pp | 59.47%-56.8pp | 217.08%-214.4pp |
| Employer contribution / active EE | $18,245 | $5,069+259.9% | $4,333+321.1% | $4,299+324.4% |
| Participant deferral / active EE | $61 | $6,956-99.1% | $6,158-99.0% | $6,507-99.1% |
| Admin fee / account holder | $1,732 | $17,272-90.0% | $14,255-87.9% | $12,624-86.3% |