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 | $1,863,859 | $172,478+980.6% | $145,661+1179.6% | $142,382+1209.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 13.60% | 151.09%-137.5pp | 101.46%-87.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $35,544 | $4,899+625.5% | $4,238+738.8% | $4,299+726.8% |
| Participant deferral / active EE | $0 | $8,348-100.0% | $7,198-100.0% | $6,507-100.0% |
| Admin fee / account holder | $80,638 | $16,864+378.2% | $12,466+546.8% | $12,624+538.8% |