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 | $310,785 | $175,202+77.4% | $149,673+107.6% | $139,434+122.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.76% | 166.71%-130.0pp | 134.42%-97.7pp | 372.94%-336.2pp |
| Employer contribution / active EE | $696 | $5,474-87.3% | $4,818-85.6% | $4,751-85.3% |
| Participant deferral / active EE | $2,900 | $6,519-55.5% | $5,680-48.9% | $6,710-56.8% |
| Admin fee / account holder | $365,083 | $16,150+2160.5% | $13,210+2663.7% | $11,403+3101.8% |