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 | $309,401 | $91,538+238.0% | $129,995+138.0% | $75,163+311.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.82% | -631.11%+646.9pp | -137.18%+153.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $20,600 | $2,845+624.0% | $4,320+376.9% | $2,670+671.6% |
| Participant deferral / active EE | $1,589 | $4,341-63.4% | $5,820-72.7% | $4,125-61.5% |
| Admin fee / account holder | $18,126 | $6,790+166.9% | $10,614+70.8% | $5,651+220.8% |