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 | $253,641 | $110,809+128.9% | $86,874+192.0% | $167,490+51.4% |
| Participation rate | 92.3% | 75.8%+16.5pp | 71.6%+20.7pp | 82.1%+10.2pp |
| Annual return | 32.39% | 116.98%-84.6pp | 63.52%-31.1pp | 478.56%-446.2pp |
| Employer contribution / active EE | $20,155 | $3,244+521.3% | $2,495+707.7% | $4,837+316.6% |
| Participant deferral / active EE | $0 | $4,546-100.0% | $3,699-100.0% | $6,341-100.0% |
| Admin fee / account holder | $18,832 | $8,415+123.8% | $5,828+223.1% | $12,309+53.0% |