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 | $520,344 | $152,460+241.3% | $118,746+338.2% | $147,584+252.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 10.33% | 17.41%-7.1pp | 24.54%-14.2pp | 578.55%-568.2pp |
| Employer contribution / active EE | $25,344 | $5,046+402.3% | $4,193+504.5% | $4,876+419.7% |
| Participant deferral / active EE | $633 | $6,212-89.8% | $5,332-88.1% | $5,439-88.4% |
| Admin fee / account holder | $10,925 | $16,953-35.6% | $10,720+1.9% | $10,885+0.4% |