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 | $446,463 | $70,756+531.0% | $65,493+581.7% | $142,382+213.6% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 23.93% | 1754.89%-1731.0pp | 982.45%-958.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $3,227 | $2,881+12.0% | $2,574+25.3% | $4,299-24.9% |
| Participant deferral / active EE | $365 | $4,637-92.1% | $3,961-90.8% | $6,507-94.4% |
| Admin fee / account holder | $17,046 | $6,559+159.9% | $5,028+239.0% | $12,624+35.0% |