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 | $840,537 | $217,402+286.6% | $185,823+352.3% | $167,490+401.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 35.65% | 148.36%-112.7pp | 122.05%-86.4pp | 478.56%-442.9pp |
| Employer contribution / active EE | $30,148 | $5,873+413.3% | $5,167+483.4% | $4,837+523.2% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $3,205 | $19,811-83.8% | $16,237-80.3% | $12,309-74.0% |