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 | $294,205 | $209,411+40.5% | $178,490+64.8% | $158,922+85.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.32% | 188.75%-177.4pp | 151.07%-139.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $4,953 | $5,706-13.2% | $5,011-1.1% | $4,761+4.0% |
| Participant deferral / active EE | $1,899 | $5,954-68.1% | $5,202-63.5% | $5,982-68.3% |
| Admin fee / account holder | $2,010 | $17,074-88.2% | $13,984-85.6% | $11,246-82.1% |