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 | $278,351 | $214,378+29.8% | $200,582+38.8% | $142,382+95.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.53% | 46.41%-33.9pp | 42.33%-29.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $500 | $6,841-92.7% | $6,419-92.2% | $4,299-88.4% |
| Participant deferral / active EE | $10,383 | $9,865+5.3% | $9,331+11.3% | $6,507+59.6% |
| Admin fee / account holder | $27,505 | $17,692+55.5% | $16,305+68.7% | $12,624+117.9% |