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.
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 | $326,876 | $180,449+81.1% | $154,107+112.1% | $135,375+141.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -11.01% | 888.09%-899.1pp | 735.12%-746.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $659 | $6,035-89.1% | $5,298-87.6% | $4,779-86.2% |
| Participant deferral / active EE | $5,490 | $5,806-5.4% | $5,081+8.1% | $5,609-2.1% |
| Admin fee / account holder | $3,399 | $16,143-78.9% | $13,411-74.7% | $10,827-68.6% |