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 | $743,292 | $95,862+675.4% | $79,550+834.4% | $134,475+452.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.41% | -2.69%-18.7pp | 0.16%-21.6pp | 417.96%-439.4pp |
| Employer contribution / active EE | $21,706 | $3,128+593.9% | $2,413+799.5% | $4,740+358.0% |
| Participant deferral / active EE | $336 | $4,693-92.8% | $3,985-91.6% | $6,400-94.7% |
| Admin fee / account holder | $18,074 | $9,126+98.0% | $6,832+164.5% | $11,426+58.2% |