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 | $275,629 | $133,922+105.8% | $116,228+137.1% | $142,382+93.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.55% | 147.76%-136.2pp | 90.06%-78.5pp | 217.08%-205.5pp |
| Employer contribution / active EE | $502 | $3,446-85.4% | $2,994-83.2% | $4,299-88.3% |
| Participant deferral / active EE | $9,043 | $5,672+59.4% | $4,953+82.6% | $6,507+39.0% |
| Admin fee / account holder | $28,784 | $14,945+92.6% | $11,989+140.1% | $12,624+128.0% |