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 | $1,263,116 | $127,065+894.1% | $113,168+1016.1% | $142,382+787.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.97% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $39,429 | $3,442+1045.5% | $2,975+1225.3% | $4,299+817.1% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,107-100.0% | $6,507-100.0% |
| Admin fee / account holder | $11,202 | $15,736-28.8% | $12,068-7.2% | $12,624-11.3% |