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 | $299,072 | $176,812+69.1% | $146,665+103.9% | $167,490+78.6% |
| Participation rate | 76.5% | 83.6%-7.1pp | 80.1%-3.6pp | 82.1%-5.6pp |
| Annual return | 7.65% | 24.03%-16.4pp | 22.74%-15.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $155 | $5,160-97.0% | $4,136-96.2% | $4,837-96.8% |
| Participant deferral / active EE | $3,103 | $6,440-51.8% | $5,506-43.6% | $6,341-51.1% |
| Admin fee / account holder | $31,274 | $13,259+135.9% | $10,280+204.2% | $12,309+154.1% |