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 6-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 | $258,484 | $89,753+188.0% | $107,525+140.4% | $84,808+204.8% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 25.91% | 29.48%-3.6pp | 181.32%-155.4pp | 40.90%-15.0pp |
| Employer contribution / active EE | $19,841 | $3,113+537.3% | $3,754+428.6% | $2,631+654.1% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,333 | $7,222-12.3% | $8,919-29.0% | $7,344-13.8% |