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 | $268,234 | $159,901+67.8% | $146,958+82.5% | $145,922+83.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.77% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $10,071 | $5,286+90.5% | $4,933+104.2% | $4,660+116.1% |
| Participant deferral / active EE | $2,237 | $8,428-73.5% | $8,070-72.3% | $6,688-66.6% |
| Admin fee / account holder | $2,886 | $15,044-80.8% | $12,998-77.8% | $13,397-78.5% |