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 | $411,325 | $99,640+312.8% | $86,436+375.9% | $134,475+205.9% |
| Participation rate | 91.7% | 82.0%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -16.53% | 6782.58%-6799.1pp | 4394.89%-4411.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $12,049 | $7,246+66.3% | $6,952+73.3% | $6,400+88.3% |
| Admin fee / account holder | $28,378 | $8,371+239.0% | $6,731+321.6% | $11,426+148.4% |