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 | $860,035 | $86,286+896.7% | $111,297+672.7% | $85,850+901.8% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.4pp | 69.3%+27.4pp |
| Annual return | 22.56% | 19.99%+2.6pp | 54.65%-32.1pp | 318.53%-296.0pp |
| Employer contribution / active EE | $9,939 | $2,043+386.5% | $2,731+263.9% | $2,565+287.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $21,697 | $8,188+165.0% | $7,964+172.4% | $6,260+246.6% |