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 9-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 | $402,499 | $95,193+322.8% | $76,523+426.0% | $135,375+197.3% |
| Participation rate | 95.8% | 74.4%+21.4pp | 68.0%+27.8pp | 82.6%+13.2pp |
| Annual return | 12.48% | 4.85%+7.6pp | -0.27%+12.7pp | 519.73%-507.3pp |
| Employer contribution / active EE | $2,637 | $3,302-20.2% | $2,647-0.4% | $4,779-44.8% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $39,258 | $6,249+528.3% | $4,848+709.7% | $10,827+262.6% |