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 | $1,021,319 | $112,881+804.8% | $90,951+1022.9% | $158,922+542.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 61.56% | 215.79%-154.2pp | 134.60%-73.0pp | 302.83%-241.3pp |
| Employer contribution / active EE | $18,281 | $2,893+531.9% | $2,122+761.5% | $4,761+284.0% |
| Participant deferral / active EE | $165 | $4,128-96.0% | $3,373-95.1% | $5,982-97.2% |
| Admin fee / account holder | $271,819 | $8,041+3280.5% | $5,959+4461.8% | $11,246+2317.1% |