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 | $263,635 | $209,411+25.9% | $178,490+47.7% | $158,922+65.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 8.25% | 188.75%-180.5pp | 151.07%-142.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,731 | $5,706-69.7% | $5,011-65.5% | $4,761-63.6% |
| Participant deferral / active EE | $1,986 | $5,954-66.6% | $5,202-61.8% | $5,982-66.8% |
| Admin fee / account holder | $2,053 | $17,074-88.0% | $13,984-85.3% | $11,246-81.7% |