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 | $315,415 | $118,849+165.4% | $96,562+226.6% | $167,490+88.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 26.45% | 50.49%-24.0pp | 37.78%-11.3pp | 478.56%-452.1pp |
| Employer contribution / active EE | $4,043 | $3,120+29.6% | $2,356+71.6% | $4,837-16.4% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $21,245 | $8,065+163.4% | $6,181+243.7% | $12,309+72.6% |