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 | $333,754 | $190,805+74.9% | $159,960+108.6% | $134,475+148.2% |
| Participation rate | 86.7% | 81.9%+4.7pp | 78.0%+8.7pp | 81.2%+5.4pp |
| Annual return | -21.21% | 552.23%-573.4pp | 408.60%-429.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,818 | $6,923+41.8% | $6,182+58.8% | $6,400+53.4% |
| Admin fee / account holder | $48,239 | $10,471+360.7% | $8,698+454.6% | $11,426+322.2% |