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 | $532,988 | $80,673+560.7% | $101,326+426.0% | $84,808+528.5% |
| Participation rate | 73.0% | 77.8%-4.8pp | 81.5%-8.5pp | 68.3%+4.7pp |
| Annual return | 13.58% | 38.95%-25.4pp | 36.82%-23.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,834 | $6,840+73.0% | $7,994+48.0% | $4,212+181.0% |
| Admin fee / account holder | $1,324 | $12,784-89.6% | $11,185-88.2% | $7,344-82.0% |