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 | $328,599 | $150,440+118.4% | $136,294+141.1% | $147,584+122.7% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 15.79% | 1049.08%-1033.3pp | 5155.94%-5140.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,837 | $5,256-46.0% | $4,695-39.6% | $4,876-41.8% |
| Participant deferral / active EE | $1,252 | $6,630-81.1% | $6,247-80.0% | $5,439-77.0% |
| Admin fee / account holder | $2,237 | $10,905-79.5% | $9,243-75.8% | $10,885-79.4% |