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 4-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.
Employer 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 | $4,058,587 | $95,803+4136.4% | $113,168+3486.3% | $84,808+4685.6% |
| Participation rate | 95.1% | 72.9%+22.2pp | 76.6%+18.5pp | 68.3%+26.8pp |
| Annual return | 94.53% | 25.00%+69.5pp | 24.27%+70.3pp | 40.90%+53.6pp |
| Employer contribution / active EE | $450 | $2,360-80.9% | $2,975-84.9% | $2,631-82.9% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $309 | $8,989-96.6% | $12,068-97.4% | $7,344-95.8% |