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 | $390,910 | $95,266+310.3% | $82,389+374.5% | $142,382+174.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.16% | 25.74%-13.6pp | 28.67%-16.5pp | 217.08%-204.9pp |
| Employer contribution / active EE | $7,500 | $2,991+150.7% | $2,517+198.0% | $4,299+74.5% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $9,531 | $8,563+11.3% | $7,231+31.8% | $12,624-24.5% |