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 | $764,178 | $297,529+156.8% | $246,525+210.0% | $357,791+113.6% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 22.68% | -2.25%+24.9pp | 0.46%+22.2pp | 396.79%-374.1pp |
| Employer contribution / active EE | $14,607 | $8,709+67.7% | $7,467+95.6% | $7,508+94.6% |
| Participant deferral / active EE | $6,715 | $6,076+10.5% | $5,422+23.8% | $5,521+21.6% |
| Admin fee / account holder | $1,750 | $16,212-89.2% | $16,551-89.4% | $28,387-93.8% |