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 | $1,072,166 | $118,680+803.4% | $98,907+984.0% | $158,922+574.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 31.91% | 372.35%-340.4pp | 196.43%-164.5pp | 302.83%-270.9pp |
| Employer contribution / active EE | $12,836 | $3,333+285.1% | $2,689+377.4% | $4,761+169.6% |
| Participant deferral / active EE | $1,091 | $5,088-78.6% | $4,244-74.3% | $5,982-81.8% |
| Admin fee / account holder | $5,267 | $10,131-48.0% | $6,642-20.7% | $11,246-53.2% |