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 | $936,497 | $183,519+410.3% | $155,509+502.2% | $145,922+541.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.04% | 61.17%-31.1pp | 64.67%-34.6pp | 561.29%-531.2pp |
| Employer contribution / active EE | $15,169 | $5,313+185.5% | $4,672+224.6% | $4,660+225.5% |
| Participant deferral / active EE | $1,043 | $6,462-83.9% | $5,626-81.5% | $6,688-84.4% |
| Admin fee / account holder | $8,101 | $19,313-58.1% | $15,912-49.1% | $13,397-39.5% |