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 | $461,050 | $214,378+115.1% | $200,582+129.9% | $142,382+223.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.07% | 46.41%-31.3pp | 42.33%-27.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $16,341 | $6,841+138.9% | $6,419+154.6% | $4,299+280.1% |
| Participant deferral / active EE | $2,014 | $9,865-79.6% | $9,331-78.4% | $6,507-69.1% |
| Admin fee / account holder | $14,909 | $17,692-15.7% | $16,305-8.6% | $12,624+18.1% |