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 | $454,718 | $99,341+357.7% | $84,750+436.5% | $273,961+66.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.48% | 22.93%-18.4pp | 22.78%-18.3pp | 41.45%-37.0pp |
| Employer contribution / active EE | $27,983 | $4,214+564.1% | $3,574+682.9% | $4,869+474.8% |
| Participant deferral / active EE | $159 | $4,269-96.3% | $3,712-95.7% | $5,287-97.0% |
| Admin fee / account holder | $8,462 | $6,644+27.4% | $5,332+58.7% | $10,132-16.5% |