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 | $1,060,656 | $297,529+256.5% | $246,525+330.2% | $357,791+196.4% |
| Participation rate | 85.7% | 86.5%-0.8pp | 82.0%+3.8pp | 85.6%+0.1pp |
| Annual return | 15.82% | -2.25%+18.1pp | 0.46%+15.4pp | 396.79%-381.0pp |
| Employer contribution / active EE | $34,730 | $8,709+298.8% | $7,467+365.1% | $7,508+362.6% |
| Participant deferral / active EE | $557 | $6,076-90.8% | $5,422-89.7% | $5,521-89.9% |
| Admin fee / account holder | $26,503 | $16,212+63.5% | $16,551+60.1% | $28,387-6.6% |