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 | $511,437 | $83,477+512.7% | $125,175+308.6% | $72,985+600.7% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 19.32% | 25.78%-6.5pp | 43.79%-24.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $16,048 | $2,345+584.3% | $3,865+315.2% | $2,440+557.7% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $45,217 | $5,517+719.5% | $9,702+366.0% | $5,124+782.4% |