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 | $256,497 | $369,484-30.6% | $303,047-15.4% | $357,791-28.3% |
| Participation rate | 93.8% | 90.0%+3.8pp | 87.1%+6.7pp | 85.6%+8.2pp |
| Annual return | 11.75% | 0.42%+11.3pp | 2.47%+9.3pp | 396.79%-385.0pp |
| Employer contribution / active EE | $6,786 | $9,025-24.8% | $7,418-8.5% | $7,508-9.6% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $5,070-100.0% | $5,521-100.0% |
| Admin fee / account holder | $23,647 | $49,137-51.9% | $39,333-39.9% | $28,387-16.7% |