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 9-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 | $737,294 | $107,791+584.0% | $90,645+713.4% | $135,375+444.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 2.04% | -0.90%+2.9pp | 1.88%+0.2pp | 519.73%-517.7pp |
| Employer contribution / active EE | $29,752 | $3,018+885.8% | $2,532+1075.1% | $4,779+522.6% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24,995 | $5,930+321.5% | $4,994+400.5% | $10,827+130.9% |