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 | $346,577 | $110,261+214.3% | $95,745+262.0% | $139,434+148.6% |
| Participation rate | 94.1% | 75.8%+18.4pp | 72.3%+21.9pp | 80.3%+13.8pp |
| Annual return | 24.23% | 27.11%-2.9pp | 28.35%-4.1pp | 372.94%-348.7pp |
| Employer contribution / active EE | $11,765 | $3,257+261.2% | $2,835+315.1% | $4,751+147.6% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,245-100.0% | $6,710-100.0% |
| Admin fee / account holder | $22,194 | $6,613+235.6% | $5,678+290.9% | $11,403+94.6% |