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 | $269,565 | $209,411+28.7% | $178,490+51.0% | $158,922+69.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.89% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,820 | $5,706-33.1% | $5,011-23.8% | $4,761-19.8% |
| Participant deferral / active EE | $554 | $5,954-90.7% | $5,202-89.4% | $5,982-90.7% |
| Admin fee / account holder | $2,783 | $17,074-83.7% | $13,984-80.1% | $11,246-75.3% |