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 | $298,900 | $165,984+80.1% | $164,813+81.4% | $145,922+104.8% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 38.36% | 100.03%-61.7pp | 69.93%-31.6pp | 561.29%-522.9pp |
| Employer contribution / active EE | $1,832 | $5,273-65.2% | $4,341-57.8% | $4,660-60.7% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $6,405 | $16,648-61.5% | $12,690-49.5% | $13,397-52.2% |