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 | $857,134 | $124,281+589.7% | $109,143+685.3% | $167,490+411.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 15.42% | 26.04%-10.6pp | 25.75%-10.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $30,135 | $4,207+616.2% | $3,722+709.7% | $4,837+522.9% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $10,964 | $7,970+37.6% | $6,752+62.4% | $12,309-10.9% |