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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,060 | $214,378+87.1% | $200,582+99.9% | $142,382+181.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 17.01% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $7,294 | $6,841+6.6% | $6,419+13.6% | $4,299+69.7% |
| Participant deferral / active EE | $2,744 | $9,865-72.2% | $9,331-70.6% | $6,507-57.8% |
| Admin fee / account holder | $30,035 | $17,692+69.8% | $16,305+84.2% | $12,624+137.9% |