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 | $885,998 | $124,281+612.9% | $109,143+711.8% | $167,490+429.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.01% | 26.04%-14.0pp | 25.75%-13.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $38,784 | $4,207+821.8% | $3,722+942.0% | $4,837+701.7% |
| Participant deferral / active EE | $840 | $5,255-84.0% | $4,653-81.9% | $6,341-86.8% |
| Admin fee / account holder | $5,703 | $7,970-28.4% | $6,752-15.5% | $12,309-53.7% |