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 | $798,808 | $167,484+376.9% | $151,611+426.9% | $134,475+494.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.13% | 7.80%-25.9pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $21,415 | $6,829+213.6% | $6,166+247.3% | $4,740+351.8% |
| Participant deferral / active EE | $3,077 | $8,986-65.8% | $8,363-63.2% | $6,400-51.9% |
| Admin fee / account holder | $38,139 | $13,783+176.7% | $11,616+228.3% | $11,426+233.8% |