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 | $283,358 | $107,334+164.0% | $92,893+205.0% | $152,861+85.4% |
| Participation rate | 85.0% | 79.8%+5.2pp | 76.0%+9.0pp | 82.4%+2.6pp |
| Annual return | 19.83% | 145.58%-125.7pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,262 | $4,845+91.2% | $4,236+118.6% | $5,850+58.3% |
| Admin fee / account holder | $22,693 | $7,079+220.6% | $5,794+291.7% | $11,596+95.7% |