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 | $648,338 | $817,678-20.7% | $392,568+65.2% | $152,861+324.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 20.29% | 22.84%-2.5pp | 24.42%-4.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $19,608 | $5,502+256.4% | $3,783+418.3% | $4,762+311.7% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,850-100.0% |
| Admin fee / account holder | $12,355 | $12,095+2.2% | $6,260+97.4% | $11,596+6.5% |