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 5-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 | $452,573 | $52,681+759.1% | $75,781+497.2% | $59,632+658.9% |
| Participation rate | 93.1% | 67.2%+25.9pp | 75.8%+17.3pp | 68.7%+24.4pp |
| Annual return | 16.67% | 2.95%+13.7pp | 9.68%+7.0pp | 2041.28%-2024.6pp |
| Employer contribution / active EE | $7,600 | $2,193+246.5% | $3,323+128.7% | $2,203+245.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,930 | $3,610+92.0% | $5,299+30.8% | $4,297+61.3% |