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 | $383,629 | $197,591+94.2% | $177,821+115.7% | $158,922+141.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.85% | 58.76%-51.9pp | 48.32%-41.5pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,822 | $6,697-72.8% | $5,918-69.2% | $4,761-61.7% |
| Participant deferral / active EE | $1,822 | $8,405-78.3% | $7,714-76.4% | $5,982-69.5% |
| Admin fee / account holder | $39,680 | $15,399+157.7% | $12,427+219.3% | $11,246+252.8% |