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 | $250,719 | $154,117+62.7% | $129,995+92.9% | $139,434+79.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.72% | 32.48%-21.8pp | -137.18%+147.9pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,223 | $5,289-76.9% | $4,320-71.7% | $4,751-74.3% |
| Participant deferral / active EE | $1,300 | $6,710-80.6% | $5,820-77.7% | $6,710-80.6% |
| Admin fee / account holder | $55,000 | $14,007+292.7% | $10,614+418.2% | $11,403+382.4% |