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 | $743,639 | $138,347+437.5% | $184,203+303.7% | $80,856+819.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.07% | 20.02%-4.9pp | 28.81%-13.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $47,695 | $4,850+883.3% | $6,427+642.1% | $2,755+1631.3% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $22,869 | $10,483+118.1% | $13,901+64.5% | $6,918+230.6% |