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 | $381,314 | $137,414+177.5% | $189,513+101.2% | $85,850+344.2% |
| Participation rate | 88.7% | 84.6%+4.1pp | 87.8%+0.9pp | 69.3%+19.4pp |
| Annual return | 15.03% | 38.14%-23.1pp | 555.15%-540.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,239 | $6,260+79.5% | $8,221+36.7% | $3,952+184.4% |
| Admin fee / account holder | $22,259 | $8,630+157.9% | $12,045+84.8% | $6,260+255.6% |