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.
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 | $770,052 | $201,272+282.6% | $184,203+318.0% | $145,922+427.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.26% | 29.00%-20.7pp | 28.81%-20.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $955 | $7,022-86.4% | $6,427-85.1% | $4,660-79.5% |
| Participant deferral / active EE | $4,455 | $9,806-54.6% | $9,131-51.2% | $6,688-33.4% |
| Admin fee / account holder | $18,210 | $16,364+11.3% | $13,901+31.0% | $13,397+35.9% |