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 | $501,471 | $176,056+184.8% | $159,436+214.5% | $167,490+199.4% |
| Participation rate | 86.4% | 84.9%+1.4pp | 82.8%+3.5pp | 82.1%+4.3pp |
| Annual return | 13.66% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $12,541 | $5,297+136.8% | $4,829+159.7% | $4,837+159.2% |
| Participant deferral / active EE | $989 | $7,750-87.2% | $7,352-86.6% | $6,341-84.4% |
| Admin fee / account holder | $36,929 | $12,554+194.2% | $10,799+242.0% | $12,309+200.0% |