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 | $376,040 | $138,044+172.4% | $125,339+200.0% | $134,475+179.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -8.61% | 750.33%-758.9pp | 572.05%-580.7pp | 417.96%-426.6pp |
| Employer contribution / active EE | $6,667 | $5,243+27.1% | $4,814+38.5% | $4,740+40.7% |
| Participant deferral / active EE | $2,460 | $7,799-68.5% | $7,446-67.0% | $6,400-61.6% |
| Admin fee / account holder | $5,545 | $11,571-52.1% | $10,010-44.6% | $11,426-51.5% |