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 | $263,586 | $214,378+23.0% | $200,582+31.4% | $142,382+85.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.06% | 46.41%-33.3pp | 42.33%-29.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $8,000 | $6,841+16.9% | $6,419+24.6% | $4,299+86.1% |
| Participant deferral / active EE | $400 | $9,865-95.9% | $9,331-95.7% | $6,507-93.9% |
| Admin fee / account holder | $4,000 | $17,692-77.4% | $16,305-75.5% | $12,624-68.3% |