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 | $267,144 | $70,756+277.6% | $65,493+307.9% | $142,382+87.6% |
| Participation rate | 94.7% | 77.4%+17.4pp | 73.1%+21.6pp | 80.1%+14.6pp |
| Annual return | 12.22% | 1754.89%-1742.7pp | 982.45%-970.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $8,023 | $2,881+178.5% | $2,574+211.7% | $4,299+86.6% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,326 | $6,559-79.8% | $5,028-73.6% | $12,624-89.5% |