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 | $365,417 | $148,534+146.0% | $135,903+168.9% | $139,434+162.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.41% | 79.19%-54.8pp | 68.23%-43.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,171 | $5,243-77.7% | $4,856-75.9% | $4,751-75.4% |
| Participant deferral / active EE | $1,550 | $8,100-80.9% | $7,758-80.0% | $6,710-76.9% |
| Admin fee / account holder | $12,560 | $12,400+1.3% | $10,762+16.7% | $11,403+10.2% |