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 | $823,999 | $211,958+288.8% | $169,463+386.2% | $135,375+508.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.26% | 3.26%-2.0pp | 1.83%-0.6pp | 519.73%-518.5pp |
| Employer contribution / active EE | $6,111 | $5,120+19.4% | $4,159+46.9% | $4,779+27.9% |
| Participant deferral / active EE | $278 | $6,075-95.4% | $5,277-94.7% | $5,609-95.0% |
| Admin fee / account holder | $54,749 | $11,471+377.3% | $9,109+501.0% | $10,827+405.7% |