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 | $653,584 | $167,484+290.2% | $151,611+331.1% | $134,475+386.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.44% | 7.80%-14.2pp | 3.33%-9.8pp | 417.96%-424.4pp |
| Employer contribution / active EE | $3,150 | $6,829-53.9% | $6,166-48.9% | $4,740-33.5% |
| Participant deferral / active EE | $1,100 | $8,986-87.8% | $8,363-86.8% | $6,400-82.8% |
| Admin fee / account holder | $61,969 | $13,783+349.6% | $11,616+433.5% | $11,426+442.4% |