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 | $450,931 | $293,860+53.5% | $237,244+90.1% | $357,791+26.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 11.01% | 4677.97%-4667.0pp | 4131.29%-4120.3pp | 396.79%-385.8pp |
| Employer contribution / active EE | $3,230 | $5,523-41.5% | $4,351-25.8% | $7,508-57.0% |
| Participant deferral / active EE | $14,056 | $4,397+219.7% | $4,056+246.6% | $5,521+154.6% |
| Admin fee / account holder | $12,611 | $21,223-40.6% | $18,030-30.1% | $28,387-55.6% |