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 | $333,560 | $150,440+121.7% | $136,294+144.7% | $147,584+126.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.96% | 1049.08%-1038.1pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $4,675 | $5,256-11.1% | $4,695-0.4% | $4,876-4.1% |
| Participant deferral / active EE | $1,787 | $6,630-73.0% | $6,247-71.4% | $5,439-67.1% |
| Admin fee / account holder | $252,864 | $10,905+2218.7% | $9,243+2635.6% | $10,885+2223.0% |