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 | $291,886 | $160,055+82.4% | $140,016+108.5% | $135,375+115.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 10.64% | 911.38%-900.7pp | 651.12%-640.5pp | 519.73%-509.1pp |
| Employer contribution / active EE | $400 | $6,420-93.8% | $5,606-92.9% | $4,779-91.6% |
| Participant deferral / active EE | $16,015 | $7,642+109.6% | $6,927+131.2% | $5,609+185.5% |
| Admin fee / account holder | $3,870 | $13,328-71.0% | $10,705-63.8% | $10,827-64.3% |