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 | $286,409 | $69,977+309.3% | $108,579+163.8% | $62,891+355.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.76% | 10.73%-2.0pp | -51.70%+60.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $11,440 | $2,135+435.9% | $3,758+204.4% | $2,281+401.6% |
| Participant deferral / active EE | $299 | $3,165-90.6% | $4,311-93.1% | $3,203-90.7% |
| Admin fee / account holder | $1,005 | $5,076-80.2% | $7,645-86.9% | $4,296-76.6% |