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 | $791,546 | $121,625+550.8% | $104,607+656.7% | $158,922+398.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 4.58% | 465.26%-460.7pp | 340.46%-335.9pp | 302.83%-298.2pp |
| Employer contribution / active EE | $30,978 | $3,163+879.4% | $2,681+1055.6% | $4,761+550.6% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,740-100.0% | $5,982-100.0% |
| Admin fee / account holder | $26,906 | $7,787+245.5% | $6,473+315.6% | $11,246+139.3% |