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 | $522,125 | $167,307+212.1% | $143,757+263.2% | $134,475+288.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -12.30% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,116 | $5,619-44.5% | $4,951-37.1% | $4,740-34.3% |
| Participant deferral / active EE | $130 | $6,446-98.0% | $5,637-97.7% | $6,400-98.0% |
| Admin fee / account holder | $3,072 | $18,088-83.0% | $14,673-79.1% | $11,426-73.1% |