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 | $459,358 | $102,317+349.0% | $146,958+212.6% | $80,856+468.1% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.2%+7.6pp | 67.6%+22.2pp |
| Annual return | 39.85% | 134.76%-94.9pp | 418.34%-378.5pp | 35.59%+4.3pp |
| Employer contribution / active EE | $14,678 | $3,713+295.3% | $4,933+197.6% | $2,755+432.8% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $14,710 | $7,941+85.2% | $12,998+13.2% | $6,918+112.6% |