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 | $5,202,834 | $153,772+3283.5% | $133,980+3783.3% | $273,961+1799.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.42% | 36.51%-20.1pp | 29.30%-12.9pp | 41.45%-25.0pp |
| Employer contribution / active EE | $37,411 | $6,029+520.5% | $5,211+617.9% | $4,869+668.4% |
| Participant deferral / active EE | $944 | $6,958-86.4% | $6,282-85.0% | $5,287-82.1% |
| Admin fee / account holder | $264,965 | $11,765+2152.2% | $9,324+2741.7% | $10,132+2515.1% |