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 | $569,034 | $217,402+161.7% | $185,823+206.2% | $167,490+239.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.61% | 148.36%-138.8pp | 122.05%-112.4pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,034 | $5,873-82.4% | $5,167-80.0% | $4,837-78.6% |
| Participant deferral / active EE | $15,739 | $6,356+147.6% | $5,568+182.7% | $6,341+148.2% |
| Admin fee / account holder | $45,215 | $19,811+128.2% | $16,237+178.5% | $12,309+267.3% |