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 | $287,514 | $180,449+59.3% | $154,107+86.6% | $135,375+112.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 30.81% | 888.09%-857.3pp | 735.12%-704.3pp | 519.73%-488.9pp |
| Employer contribution / active EE | $1,190 | $6,035-80.3% | $5,298-77.5% | $4,779-75.1% |
| Participant deferral / active EE | $5,803 | $5,806-0.1% | $5,081+14.2% | $5,609+3.5% |
| Admin fee / account holder | $4,364 | $16,143-73.0% | $13,411-67.5% | $10,827-59.7% |