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 | $329,918 | $176,812+86.6% | $146,665+124.9% | $167,490+97.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.00% | 24.03%-13.0pp | 22.74%-11.7pp | 478.56%-467.6pp |
| Employer contribution / active EE | $16,212 | $5,160+214.2% | $4,136+291.9% | $4,837+235.1% |
| Participant deferral / active EE | $1,422 | $6,440-77.9% | $5,506-74.2% | $6,341-77.6% |
| Admin fee / account holder | $224,796 | $13,259+1595.4% | $10,280+2086.8% | $12,309+1726.3% |