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 | $834,469 | $102,604+713.3% | $86,188+868.2% | $139,434+498.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.93% | 1922.51%-1900.6pp | 1168.45%-1146.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $13,280 | $3,032+338.0% | $2,380+458.0% | $4,751+179.5% |
| Participant deferral / active EE | $295 | $4,676-93.7% | $3,985-92.6% | $6,710-95.6% |
| Admin fee / account holder | $85,105 | $8,657+883.1% | $6,852+1142.1% | $11,403+646.4% |