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 | $493,939 | $109,881+349.5% | $150,045+229.2% | $84,808+482.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.09% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $15,504 | $3,561+335.3% | $4,693+230.3% | $2,631+489.3% |
| Participant deferral / active EE | $2,386 | $6,636-64.0% | $7,997-70.2% | $4,212-43.3% |
| Admin fee / account holder | $9,242 | $8,568+7.9% | $13,435-31.2% | $7,344+25.9% |