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 | $289,998 | $124,185+133.5% | $108,410+167.5% | $167,490+73.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.37% | 1379.64%-1369.3pp | 905.27%-894.9pp | 478.56%-468.2pp |
| Employer contribution / active EE | $463 | $4,187-88.9% | $3,558-87.0% | $4,837-90.4% |
| Participant deferral / active EE | $3,044 | $6,908-55.9% | $6,563-53.6% | $6,341-52.0% |
| Admin fee / account holder | $35,996 | $9,455+280.7% | $7,295+393.4% | $12,309+192.4% |