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 | $260,817 | $180,449+44.5% | $154,107+69.2% | $135,375+92.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.01% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,140 | $6,035-81.1% | $5,298-78.5% | $4,779-76.1% |
| Participant deferral / active EE | $2,533 | $5,806-56.4% | $5,081-50.1% | $5,609-54.8% |
| Admin fee / account holder | $2,449 | $16,143-84.8% | $13,411-81.7% | $10,827-77.4% |