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 | $257,119 | $95,266+169.9% | $82,389+212.1% | $142,382+80.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 8.44% | 25.74%-17.3pp | 28.67%-20.2pp | 217.08%-208.6pp |
| Employer contribution / active EE | $500 | $2,991-83.3% | $2,517-80.1% | $4,299-88.4% |
| Participant deferral / active EE | $4,558 | $4,809-5.2% | $4,155+9.7% | $6,507-30.0% |
| Admin fee / account holder | $12,433 | $8,563+45.2% | $7,231+72.0% | $12,624-1.5% |