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 | $257,483 | $180,449+42.7% | $154,107+67.1% | $135,375+90.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.95% | 888.09%-894.0pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,885 | $6,035-68.8% | $5,298-64.4% | $4,779-60.6% |
| Participant deferral / active EE | $612 | $5,806-89.5% | $5,081-88.0% | $5,609-89.1% |
| Admin fee / account holder | $23,175 | $16,143+43.6% | $13,411+72.8% | $10,827+114.1% |