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 | $464,829 | $108,919+326.8% | $100,391+363.0% | $145,922+218.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.86% | 57.88%-51.0pp | 49.20%-42.3pp | 561.29%-554.4pp |
| Employer contribution / active EE | $8,501 | $4,419+92.4% | $3,942+115.7% | $4,660+82.4% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $6,854 | $9,689-29.3% | $7,899-13.2% | $13,397-48.8% |