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 | $796,751 | $125,758+533.6% | $169,993+368.7% | $75,163+960.0% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.0%+10.2pp | 67.2%+30.0pp |
| Annual return | 18.34% | 27.20%-8.9pp | 53.37%-35.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $51,295 | $4,615+1011.5% | $6,785+656.0% | $2,670+1821.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $143,413 | $8,173+1654.6% | $12,815+1019.1% | $5,651+2437.9% |