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 | $445,592 | $176,056+153.1% | $159,436+179.5% | $167,490+166.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.30% | 331.75%-318.4pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $13,323 | $5,297+151.5% | $4,829+175.9% | $4,837+175.4% |
| Participant deferral / active EE | $575 | $7,750-92.6% | $7,352-92.2% | $6,341-90.9% |
| Admin fee / account holder | $18,333 | $12,554+46.0% | $10,799+69.8% | $12,309+48.9% |