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 | $275,139 | $118,849+131.5% | $96,562+184.9% | $167,490+64.3% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 14.23% | 50.49%-36.3pp | 37.78%-23.6pp | 478.56%-464.3pp |
| Employer contribution / active EE | $490 | $3,120-84.3% | $2,356-79.2% | $4,837-89.9% |
| Participant deferral / active EE | $564 | $4,616-87.8% | $3,849-85.3% | $6,341-91.1% |
| Admin fee / account holder | $2,281 | $8,065-71.7% | $6,181-63.1% | $12,309-81.5% |