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 | $304,568 | $202,318+50.5% | $172,739+76.3% | $152,861+99.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 21.69% | 1029.65%-1008.0pp | 802.84%-781.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $809 | $5,856-86.2% | $5,143-84.3% | $4,762-83.0% |
| Participant deferral / active EE | $10,046 | $5,948+68.9% | $5,198+93.3% | $5,850+71.7% |
| Admin fee / account holder | $8,853 | $17,109-48.3% | $13,954-36.6% | $11,596-23.7% |