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 | $463,610 | $86,286+437.3% | $111,297+316.6% | $85,850+440.0% |
| Participation rate | 93.9% | 73.3%+20.6pp | 77.3%+16.6pp | 69.3%+24.6pp |
| Annual return | 42.66% | 19.99%+22.7pp | 54.65%-12.0pp | 318.53%-275.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,193 | $3,641-39.8% | $4,487-51.1% | $3,952-44.5% |
| Admin fee / account holder | $1,888 | $8,188-76.9% | $7,964-76.3% | $6,260-69.8% |