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 | $376,700 | $83,902+349.0% | $167,512+124.9% | $84,808+344.2% |
| Participation rate | 74.2% | 66.5%+7.8pp | 77.1%-2.8pp | 68.3%+5.9pp |
| Annual return | 14.88% | 91.55%-76.7pp | 1615.79%-1600.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,225 | $4,442+152.7% | $6,405+75.3% | $4,212+166.5% |
| Admin fee / account holder | $56,327 | $7,915+611.6% | $9,769+476.6% | $7,344+667.0% |