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 | $324,446 | $176,056+84.3% | $159,436+103.5% | $167,490+93.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.47% | 331.75%-321.3pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $10,067 | $5,297+90.0% | $4,829+108.4% | $4,837+108.1% |
| Participant deferral / active EE | $1,383 | $7,750-82.2% | $7,352-81.2% | $6,341-78.2% |
| Admin fee / account holder | $786 | $12,554-93.7% | $10,799-92.7% | $12,309-93.6% |