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 | $298,334 | $99,640+199.4% | $86,436+245.2% | $134,475+121.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.19% | 6782.58%-6797.8pp | 4394.89%-4410.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $11,989 | $7,246+65.5% | $6,952+72.5% | $6,400+87.3% |
| Admin fee / account holder | $9,336 | $8,371+11.5% | $6,731+38.7% | $11,426-18.3% |