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 | $257,658 | $217,402+18.5% | $185,823+38.7% | $167,490+53.8% |
| Participation rate | 91.3% | 86.0%+5.3pp | 81.7%+9.6pp | 82.1%+9.2pp |
| Annual return | 18.09% | 148.36%-130.3pp | 122.05%-104.0pp | 478.56%-460.5pp |
| Employer contribution / active EE | $17,779 | $5,873+202.7% | $5,167+244.1% | $4,837+267.5% |
| Participant deferral / active EE | $993 | $6,356-84.4% | $5,568-82.2% | $6,341-84.3% |
| Admin fee / account holder | $39,365 | $19,811+98.7% | $16,237+142.4% | $12,309+219.8% |