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 | $334,322 | $112,881+196.2% | $90,951+267.6% | $158,922+110.4% |
| Participation rate | 94.7% | 74.7%+20.0pp | 69.0%+25.7pp | 82.0%+12.8pp |
| Annual return | 17.98% | 215.79%-197.8pp | 134.60%-116.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,760 | $2,893-4.6% | $2,122+30.0% | $4,761-42.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $522 | $8,041-93.5% | $5,959-91.2% | $11,246-95.4% |