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 | $300,411 | $124,281+141.7% | $109,143+175.2% | $167,490+79.4% |
| Participation rate | 87.0% | 79.4%+7.5pp | 75.9%+11.1pp | 82.1%+4.9pp |
| Annual return | 10.49% | 26.04%-15.5pp | 25.75%-15.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $8,696 | $4,207+106.7% | $3,722+133.6% | $4,837+79.8% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $788 | $7,970-90.1% | $6,752-88.3% | $12,309-93.6% |