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 | $254,403 | $183,963+38.3% | $162,163+56.9% | $152,861+66.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.94% | 150.76%-134.8pp | 115.59%-99.7pp | 345.32%-329.4pp |
| Employer contribution / active EE | $13,673 | $6,371+114.6% | $5,614+143.6% | $4,762+187.1% |
| Participant deferral / active EE | $2,092 | $8,034-74.0% | $7,298-71.3% | $5,850-64.2% |
| Admin fee / account holder | $92,879 | $13,121+607.8% | $10,843+756.6% | $11,596+700.9% |