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 | $520,031 | $167,484+210.5% | $151,611+243.0% | $134,475+286.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.41% | 7.80%-22.2pp | 3.33%-17.7pp | 417.96%-432.4pp |
| Employer contribution / active EE | $4,400 | $6,829-35.6% | $6,166-28.6% | $4,740-7.2% |
| Participant deferral / active EE | $187 | $8,986-97.9% | $8,363-97.8% | $6,400-97.1% |
| Admin fee / account holder | $4,409 | $13,783-68.0% | $11,616-62.0% | $11,426-61.4% |