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 | $309,149 | $58,512+428.4% | $84,015+268.0% | $72,985+323.6% |
| Participation rate | 94.1% | 61.2%+32.9pp | 69.0%+25.1pp | 69.5%+24.6pp |
| Annual return | 38.62% | 28.93%+9.7pp | 71.31%-32.7pp | 81.00%-42.4pp |
| Employer contribution / active EE | $8,653 | $1,163+644.0% | $1,983+336.2% | $2,440+254.6% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,929 | $4,569+29.8% | $6,101-2.8% | $5,124+15.7% |