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 | $900,611 | $175,202+414.0% | $149,673+501.7% | $139,434+545.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.89% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $5,507 | $5,474+0.6% | $4,818+14.3% | $4,751+15.9% |
| Participant deferral / active EE | $1,876 | $6,519-71.2% | $5,680-67.0% | $6,710-72.0% |
| Admin fee / account holder | $33,770 | $16,150+109.1% | $13,210+155.6% | $11,403+196.2% |