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 | $378,002 | $112,881+234.9% | $90,951+315.6% | $158,922+137.9% |
| Participation rate | 95.0% | 74.7%+20.3pp | 69.0%+26.0pp | 82.0%+13.0pp |
| Annual return | 16.17% | 215.79%-199.6pp | 134.60%-118.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,829 | $2,893-36.8% | $2,122-13.8% | $4,761-61.6% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $72,694 | $8,041+804.1% | $5,959+1120.0% | $11,246+546.4% |