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 | $289,831 | $150,440+92.7% | $136,294+112.7% | $147,584+96.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.69% | 1049.08%-1026.4pp | 5155.94%-5133.2pp | 578.55%-555.9pp |
| Employer contribution / active EE | $6,006 | $5,256+14.3% | $4,695+27.9% | $4,876+23.2% |
| Participant deferral / active EE | $1,886 | $6,630-71.6% | $6,247-69.8% | $5,439-65.3% |
| Admin fee / account holder | $10,732 | $10,905-1.6% | $9,243+16.1% | $10,885-1.4% |