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 3-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 | $849,327 | $297,529+185.5% | $246,525+244.5% | $357,791+137.4% |
| Participation rate | 88.9% | 86.5%+2.3pp | 82.0%+6.9pp | 85.6%+3.3pp |
| Annual return | 12.15% | -2.25%+14.4pp | 0.46%+11.7pp | 396.79%-384.6pp |
| Employer contribution / active EE | $31,797 | $8,709+265.1% | $7,467+325.8% | $7,508+323.5% |
| Participant deferral / active EE | $5,356 | $6,076-11.8% | $5,422-1.2% | $5,521-3.0% |
| Admin fee / account holder | $693 | $16,212-95.7% | $16,551-95.8% | $28,387-97.6% |