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 | $382,118 | $138,044+176.8% | $125,339+204.9% | $134,475+184.2% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -14.07% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $11,842 | $5,243+125.9% | $4,814+146.0% | $4,740+149.9% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,420 | $11,571-35.9% | $10,010-25.9% | $11,426-35.1% |