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 | $608,468 | $163,101+273.1% | $136,749+345.0% | $142,382+327.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.99% | 27.54%-15.6pp | 24.33%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $18,750 | $4,117+355.5% | $3,400+451.5% | $4,299+336.1% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $426,172 | $14,318+2876.4% | $11,386+3642.9% | $12,624+3276.0% |