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 | $251,209 | $157,256+59.7% | $141,162+78.0% | $152,861+64.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.76% | 64.32%-35.6pp | 71.39%-42.6pp | 345.32%-316.6pp |
| Employer contribution / active EE | $65 | $5,261-98.8% | $4,735-98.6% | $4,762-98.6% |
| Participant deferral / active EE | $15,353 | $7,109+115.9% | $6,709+128.8% | $5,850+162.4% |
| Admin fee / account holder | $56,462 | $12,120+365.9% | $10,261+450.2% | $11,596+386.9% |