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 9-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 | $295,907 | $171,865+72.2% | $149,718+97.6% | $147,584+100.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.65% | 2113.22%-2102.6pp | 1501.63%-1491.0pp | 578.55%-567.9pp |
| Employer contribution / active EE | $812 | $6,275-87.1% | $5,445-85.1% | $4,876-83.3% |
| Participant deferral / active EE | $5,117 | $7,271-29.6% | $6,569-22.1% | $5,439-5.9% |
| Admin fee / account holder | $5,540 | $13,799-59.9% | $11,283-50.9% | $10,885-49.1% |