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 | $528,106 | $171,865+207.3% | $149,718+252.7% | $147,584+257.8% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 14.36% | 2113.22%-2098.9pp | 1501.63%-1487.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,017 | $6,275-67.9% | $5,445-63.0% | $4,876-58.6% |
| Participant deferral / active EE | $2,208 | $7,271-69.6% | $6,569-66.4% | $5,439-59.4% |
| Admin fee / account holder | $823 | $13,799-94.0% | $11,283-92.7% | $10,885-92.4% |