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 | $277,257 | $83,902+230.5% | $167,512+65.5% | $84,808+226.9% |
| Participation rate | 92.6% | 66.5%+26.1pp | 77.1%+15.5pp | 68.3%+24.3pp |
| Annual return | 14.06% | 91.55%-77.5pp | 1615.79%-1601.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,830 | $4,442+121.3% | $6,405+53.5% | $4,212+133.4% |
| Admin fee / account holder | $1,688 | $7,915-78.7% | $9,769-82.7% | $7,344-77.0% |