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 | $365,144 | $270,399+35.0% | $209,409+74.4% | $357,791+2.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 11.61% | 194.89%-183.3pp | 159.49%-147.9pp | 396.79%-385.2pp |
| Employer contribution / active EE | $1,013 | $6,982-85.5% | $5,035-79.9% | $7,508-86.5% |
| Participant deferral / active EE | $8,875 | $4,606+92.7% | $4,230+109.8% | $5,521+60.8% |
| Admin fee / account holder | $103,304 | $18,969+444.6% | $16,474+527.1% | $28,387+263.9% |