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 | $260,713 | $238,490+9.3% | $180,183+44.7% | $142,382+83.1% |
| Participation rate | 90.9% | 82.3%+8.6pp | 77.4%+13.5pp | 80.1%+10.8pp |
| Annual return | 16.00% | 33.56%-17.6pp | 27.86%-11.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,345 | $6,143-45.5% | $5,039-33.6% | $4,299-22.2% |
| Participant deferral / active EE | $865 | $7,996-89.2% | $6,822-87.3% | $6,507-86.7% |
| Admin fee / account holder | $6,100 | $28,866-78.9% | $19,975-69.5% | $12,624-51.7% |