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 | $387,899 | $72,277+436.7% | $101,248+283.1% | $79,858+385.7% |
| Participation rate | 76.5% | 68.5%+8.0pp | 75.8%+0.7pp | 69.6%+6.8pp |
| Annual return | 227.67% | 22.30%+205.4pp | 46.47%+181.2pp | 31.71%+196.0pp |
| Employer contribution / active EE | $4,931 | $2,692+83.2% | $3,660+34.7% | $2,471+99.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,077 | $4,400-52.8% | $5,945-65.1% | $5,306-60.9% |