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 | $250,693 | $157,256+59.4% | $141,162+77.6% | $152,861+64.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.00% | 64.32%-50.3pp | 71.39%-57.4pp | 345.32%-331.3pp |
| Employer contribution / active EE | $4,800 | $5,261-8.8% | $4,735+1.4% | $4,762+0.8% |
| Participant deferral / active EE | $1,681 | $7,109-76.4% | $6,709-74.9% | $5,850-71.3% |
| Admin fee / account holder | $7,891 | $12,120-34.9% | $10,261-23.1% | $11,596-32.0% |