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 9-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 | $315,313 | $217,402+45.0% | $185,823+69.7% | $167,490+88.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.49% | 148.36%-131.9pp | 122.05%-105.6pp | 478.56%-462.1pp |
| Employer contribution / active EE | $20,000 | $5,873+240.5% | $5,167+287.0% | $4,837+313.4% |
| Participant deferral / active EE | $720 | $6,356-88.7% | $5,568-87.1% | $6,341-88.6% |
| Admin fee / account holder | $2,212 | $19,811-88.8% | $16,237-86.4% | $12,309-82.0% |