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 | $423,994 | $105,860+300.5% | $90,749+367.2% | $134,475+215.3% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -15.53% | -11.01%-4.5pp | -12.16%-3.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $866 | $3,462-75.0% | $2,921-70.3% | $4,740-81.7% |
| Participant deferral / active EE | $1,074 | $5,216-79.4% | $4,564-76.5% | $6,400-83.2% |
| Admin fee / account holder | $10,227 | $13,938-26.6% | $8,445+21.1% | $11,426-10.5% |