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 | $438,716 | $81,900+435.7% | $119,609+266.8% | $68,494+540.5% |
| Participation rate | 94.9% | 71.9%+23.0pp | 79.3%+15.6pp | 67.9%+27.0pp |
| Annual return | -10.10% | -23.82%+13.7pp | -14.97%+4.9pp | -7.84%-2.3pp |
| Employer contribution / active EE | $16,795 | $2,693+523.6% | $4,232+296.9% | $2,596+546.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $20,145 | $6,582+206.1% | $10,323+95.1% | $5,403+272.9% |