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 | $427,374 | $106,890+299.8% | $84,015+408.7% | $152,861+179.6% |
| Participation rate | 73.7% | 75.2%-1.6pp | 69.0%+4.7pp | 82.4%-8.8pp |
| Annual return | 32.94% | 104.99%-72.0pp | 71.31%-38.4pp | 345.32%-312.4pp |
| Employer contribution / active EE | $1,085 | $2,734-60.3% | $1,983-45.3% | $4,762-77.2% |
| Participant deferral / active EE | -$476 | $4,011-111.9% | $3,239-114.7% | $5,850-108.1% |
| Admin fee / account holder | $6,453 | $8,285-22.1% | $6,101+5.8% | $11,596-44.4% |