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 | $280,275 | $209,832+33.6% | $189,513+47.9% | $167,490+67.3% |
| Participation rate | 82.6% | 88.7%-6.1pp | 87.8%-5.2pp | 82.1%+0.5pp |
| Annual return | 15.23% | 748.27%-733.0pp | 555.15%-539.9pp | 478.56%-463.3pp |
| Employer contribution / active EE | $58 | $6,914-99.2% | $6,162-99.1% | $4,837-98.8% |
| Participant deferral / active EE | $4,432 | $8,935-50.4% | $8,221-46.1% | $6,341-30.1% |
| Admin fee / account holder | $3,982 | $14,293-72.1% | $12,045-66.9% | $12,309-67.6% |