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 | $330,354 | $109,359+202.1% | $162,163+103.7% | $72,985+352.6% |
| Participation rate | 70.4% | 84.3%-13.9pp | 87.6%-17.2pp | 69.5%+0.9pp |
| Annual return | 34.42% | 25.46%+9.0pp | 115.59%-81.2pp | 81.00%-46.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,923 | $5,481+44.6% | $7,298+8.6% | $3,607+119.6% |
| Admin fee / account holder | $12,283 | $7,972+54.1% | $10,843+13.3% | $5,124+139.7% |