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 | $336,132 | $86,286+289.6% | $111,297+202.0% | $85,850+291.5% |
| Participation rate | 71.9% | 73.3%-1.5pp | 77.3%-5.4pp | 69.3%+2.6pp |
| Annual return | 13.54% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,248 | $2,043+59.0% | $2,731+18.9% | $2,565+26.6% |
| Participant deferral / active EE | $369 | $3,641-89.9% | $4,487-91.8% | $3,952-90.7% |
| Admin fee / account holder | $19,456 | $8,188+137.6% | $7,964+144.3% | $6,260+210.8% |