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 | $1,248,093 | $165,912+652.3% | $122,332+920.3% | $147,584+745.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 164.65% | 34.55%+130.1pp | 30.27%+134.4pp | 578.55%-413.9pp |
| Employer contribution / active EE | $18,613 | $5,754+223.5% | $4,050+359.5% | $4,876+281.7% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $26,665 | $7,424+259.2% | $5,478+386.8% | $10,885+145.0% |