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 | $388,554 | $109,327+255.4% | $89,391+334.7% | $158,922+144.5% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 15.07% | 345.68%-330.6pp | 245.62%-230.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,826 | $4,598+70.2% | $3,890+101.2% | $5,982+30.8% |
| Admin fee / account holder | $204,358 | $6,153+3221.3% | $4,881+4086.5% | $11,246+1717.2% |