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 | $258,701 | $98,240+163.3% | $82,313+214.3% | $147,584+75.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.88% | 30.85%-19.0pp | 25.88%-14.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $7,126 | $3,192+123.3% | $2,428+193.5% | $4,876+46.1% |
| Participant deferral / active EE | $612 | $4,383-86.0% | $3,706-83.5% | $5,439-88.7% |
| Admin fee / account holder | $3,181 | $8,563-62.9% | $5,608-43.3% | $10,885-70.8% |