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 | $336,880 | $135,952+147.8% | $123,892+171.9% | $273,961+23.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 18.53% | 56.63%-38.1pp | 47.52%-29.0pp | 41.45%-22.9pp |
| Employer contribution / active EE | $26,351 | $5,170+409.7% | $4,617+470.8% | $4,869+441.2% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,926 | $9,817-80.4% | $8,357-77.0% | $10,132-81.0% |