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 | $450,612 | $124,185+262.9% | $108,410+315.7% | $167,490+169.0% |
| Participation rate | 95.7% | 82.3%+13.4pp | 80.1%+15.5pp | 82.1%+13.5pp |
| Annual return | 21.28% | 1379.64%-1358.4pp | 905.27%-884.0pp | 478.56%-457.3pp |
| Employer contribution / active EE | $9,031 | $4,187+115.7% | $3,558+153.8% | $4,837+86.7% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,341-100.0% |
| Admin fee / account holder | $8,190 | $9,455-13.4% | $7,295+12.3% | $12,309-33.5% |