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 | $2,265,434 | $642,683+252.5% | $386,318+486.4% | $357,791+533.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 67.7%+32.3pp | 85.6%+14.4pp |
| Annual return | 17.72% | -6.86%+24.6pp | -2.64%+20.4pp | 396.79%-379.1pp |
| Employer contribution / active EE | $37,750 | $5,282+614.7% | $4,025+837.8% | $7,508+402.8% |
| Participant deferral / active EE | $10,125 | $3,904+159.3% | $3,524+187.3% | $5,521+83.4% |
| Admin fee / account holder | $139,378 | $23,448+494.4% | $16,179+761.5% | $28,387+391.0% |