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 | $332,847 | $42,894+676.0% | $60,874+446.8% | $68,494+385.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.65% | -13.98%+2.3pp | 16.90%-28.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $18,321 | $1,978+826.2% | $2,701+578.2% | $2,596+605.7% |
| Participant deferral / active EE | $483 | $2,867-83.1% | $3,817-87.3% | $4,027-88.0% |
| Admin fee / account holder | $98,595 | $3,101+3079.8% | $3,224+2957.9% | $5,403+1724.9% |