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 | $299,160 | $176,812+69.2% | $146,665+104.0% | $167,490+78.6% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 22.79% | 24.03%-1.2pp | 22.74%0pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,434 | $5,160-72.2% | $4,136-65.3% | $4,837-70.3% |
| Participant deferral / active EE | $1,588 | $6,440-75.3% | $5,506-71.2% | $6,341-75.0% |
| Admin fee / account holder | $6,276 | $13,259-52.7% | $10,280-38.9% | $12,309-49.0% |