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 | $2,711,727 | $175,202+1447.8% | $149,673+1711.8% | $139,434+1844.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.79% | 166.71%-155.9pp | 134.42%-123.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $13,725 | $5,474+150.7% | $4,818+184.9% | $4,751+188.9% |
| Participant deferral / active EE | $750 | $6,519-88.5% | $5,680-86.8% | $6,710-88.8% |
| Admin fee / account holder | $53,606 | $16,150+231.9% | $13,210+305.8% | $11,403+370.1% |