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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,319 | $245,885+18.9% | $198,754+47.1% | $357,791-18.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 85.6%+14.4pp |
| Annual return | 18.15% | 5953.41%-5935.3pp | 4947.04%-4928.9pp | 396.79%-378.6pp |
| Employer contribution / active EE | $10,660 | $4,089+160.7% | $4,008+165.9% | $7,508+42.0% |
| Participant deferral / active EE | $0 | $4,533-100.0% | $4,138-100.0% | $5,521-100.0% |
| Admin fee / account holder | $17,629 | $12,849+37.2% | $12,082+45.9% | $28,387-37.9% |