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 8-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 | $275,623 | $56,114+391.2% | $96,139+186.7% | $85,850+221.1% |
| Participation rate | 98.5% | 56.7%+41.8pp | 68.4%+30.0pp | 69.3%+29.2pp |
| Annual return | 27.58% | 42.30%-14.7pp | 191.94%-164.4pp | 318.53%-291.0pp |
| Employer contribution / active EE | $16,645 | $1,620+927.7% | $2,797+495.1% | $2,565+548.9% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,409 | $3,768+202.8% | $5,537+106.1% | $6,260+82.3% |