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 | $641,993 | $80,717+695.4% | $154,803+314.7% | $84,808+657.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.16% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $41,735 | $2,761+1411.4% | $4,305+869.4% | $2,631+1486.3% |
| Participant deferral / active EE | $865 | $3,303-73.8% | $5,540-84.4% | $4,212-79.5% |
| Admin fee / account holder | $74,283 | $6,746+1001.2% | $14,329+418.4% | $7,344+911.5% |