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 | $267,002 | $144,119+85.3% | $117,854+126.6% | $147,584+80.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.99% | 531.15%-507.2pp | 335.08%-311.1pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,654 | $4,896-45.8% | $3,786-29.9% | $4,876-45.6% |
| Participant deferral / active EE | $1,520 | $5,316-71.4% | $4,482-66.1% | $5,439-72.1% |
| Admin fee / account holder | $652 | $10,886-94.0% | $8,020-91.9% | $10,885-94.0% |