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 | $260,452 | $102,966+152.9% | $90,281+188.5% | $152,861+70.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 25.61% | 95.16%-69.6pp | 78.10%-52.5pp | 345.32%-319.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,334 | $4,281+71.3% | $3,885+88.8% | $5,850+25.4% |
| Admin fee / account holder | $425 | $6,171-93.1% | $5,351-92.1% | $11,596-96.3% |