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 9-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 | $4,096,792 | $109,359+3646.2% | $162,163+2426.3% | $72,985+5513.2% |
| Participation rate | 91.3% | 84.3%+7.1pp | 87.6%+3.7pp | 69.5%+21.8pp |
| Annual return | 31.19% | 25.46%+5.7pp | 115.59%-84.4pp | 81.00%-49.8pp |
| Employer contribution / active EE | $44,492 | $3,907+1038.7% | $5,614+692.6% | $2,440+1723.6% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $272,847 | $7,972+3322.7% | $10,843+2416.4% | $5,124+5224.5% |