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 | $281,053 | $176,056+59.6% | $159,436+76.3% | $167,490+67.8% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 11.98% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $444 | $5,297-91.6% | $4,829-90.8% | $4,837-90.8% |
| Participant deferral / active EE | $6,081 | $7,750-21.5% | $7,352-17.3% | $6,341-4.1% |
| Admin fee / account holder | $63,419 | $12,554+405.2% | $10,799+487.3% | $12,309+415.2% |