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 | $614,597 | $77,503+693.0% | $100,391+512.2% | $80,856+660.1% |
| Participation rate | 98.1% | 76.9%+21.2pp | 81.5%+16.7pp | 67.6%+30.5pp |
| Annual return | 13.01% | 37.20%-24.2pp | 49.20%-36.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $46,246 | $2,801+1551.2% | $3,942+1073.3% | $2,755+1578.7% |
| Participant deferral / active EE | $2,530 | $6,820-62.9% | $8,082-68.7% | $4,296-41.1% |
| Admin fee / account holder | $96,050 | $5,897+1528.8% | $7,899+1116.0% | $6,918+1288.4% |