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 | $743,419 | $198,466+274.6% | $170,442+336.2% | $147,584+403.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.33% | 257.29%-244.0pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $33,819 | $6,184+446.9% | $5,433+522.5% | $4,876+593.5% |
| Participant deferral / active EE | $857 | $5,629-84.8% | $4,939-82.6% | $5,439-84.2% |
| Admin fee / account holder | $13,485 | $16,852-20.0% | $13,880-2.9% | $10,885+23.9% |