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 | $492,481 | $102,616+379.9% | $81,983+500.7% | $158,922+209.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.46% | 61.04%-45.6pp | 41.31%-25.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $275 | $3,240-91.5% | $2,498-89.0% | $4,761-94.2% |
| Participant deferral / active EE | $7,400 | $4,648+59.2% | $3,722+98.8% | $5,982+23.7% |
| Admin fee / account holder | $9,580 | $8,235+16.3% | $5,664+69.1% | $11,246-14.8% |