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.
Employer 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 | $294,053 | $175,202+67.8% | $149,673+96.5% | $139,434+110.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.82% | 166.71%-128.9pp | 134.42%-96.6pp | 372.94%-335.1pp |
| Employer contribution / active EE | $880 | $5,474-83.9% | $4,818-81.7% | $4,751-81.5% |
| Participant deferral / active EE | $13,683 | $6,519+109.9% | $5,680+140.9% | $6,710+103.9% |
| Admin fee / account holder | $1,686 | $16,150-89.6% | $13,210-87.2% | $11,403-85.2% |