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 | $418,427 | $183,519+128.0% | $155,509+169.1% | $145,922+186.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 37.17% | 61.17%-24.0pp | 64.67%-27.5pp | 561.29%-524.1pp |
| Employer contribution / active EE | $660 | $5,313-87.6% | $4,672-85.9% | $4,660-85.8% |
| Participant deferral / active EE | $2,750 | $6,462-57.4% | $5,626-51.1% | $6,688-58.9% |
| Admin fee / account holder | $11,302 | $19,313-41.5% | $15,912-29.0% | $13,397-15.6% |