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 | $271,102 | $202,318+34.0% | $172,739+56.9% | $152,861+77.4% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 29.39% | 1029.65%-1000.3pp | 802.84%-773.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,161 | $5,856-80.2% | $5,143-77.4% | $4,762-75.6% |
| Participant deferral / active EE | $5,717 | $5,948-3.9% | $5,198+10.0% | $5,850-2.3% |
| Admin fee / account holder | $3,904 | $17,109-77.2% | $13,954-72.0% | $11,596-66.3% |