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 6-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 | $290,889 | $202,432+43.7% | $169,368+71.7% | $139,434+108.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.43% | 531.74%-516.3pp | 405.60%-390.2pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,374 | $4,692-70.7% | $4,013-65.8% | $4,751-71.1% |
| Participant deferral / active EE | $824 | $6,938-88.1% | $6,221-86.8% | $6,710-87.7% |
| Admin fee / account holder | $2,096 | $10,708-80.4% | $9,003-76.7% | $11,403-81.6% |