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 | $298,880 | $140,578+112.6% | $100,671+196.9% | $125,391+138.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.30% | 24.67%-28.0pp | 20.43%-23.7pp | 282.22%-285.5pp |
| Employer contribution / active EE | $19,086 | $5,965+219.9% | $4,012+375.7% | $4,866+292.2% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,159 | $6,716-67.9% | $4,850-55.5% | $9,540-77.4% |