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 | $378,546 | $58,523+546.8% | $99,443+280.7% | $72,985+418.7% |
| Participation rate | 77.4% | 64.6%+12.8pp | 73.8%+3.6pp | 69.5%+7.9pp |
| Annual return | 10.85% | 28.51%-17.7pp | 30.72%-19.9pp | 81.00%-70.2pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,605 | $2,606+345.3% | $3,619+220.7% | $3,607+221.7% |
| Admin fee / account holder | $16,443 | $4,102+300.9% | $6,250+163.1% | $5,124+220.9% |