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 | $397,728 | $105,181+278.1% | $159,436+149.5% | $85,850+363.3% |
| Participation rate | 75.8% | 75.8%0pp | 82.8%-7.1pp | 69.3%+6.4pp |
| Annual return | 26.12% | 45.07%-18.9pp | 263.57%-237.4pp | 318.53%-292.4pp |
| Employer contribution / active EE | $16,459 | $3,318+396.0% | $4,829+240.8% | $2,565+541.7% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,236 | $6,933-82.2% | $10,799-88.6% | $6,260-80.3% |