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 4-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 | $581,031 | $133,922+333.9% | $116,228+399.9% | $142,382+308.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 37.38% | 147.76%-110.4pp | 90.06%-52.7pp | 217.08%-179.7pp |
| Employer contribution / active EE | $333 | $3,446-90.3% | $2,994-88.9% | $4,299-92.2% |
| Participant deferral / active EE | $23,367 | $5,672+312.0% | $4,953+371.8% | $6,507+259.1% |
| Admin fee / account holder | $4,374 | $14,945-70.7% | $11,989-63.5% | $12,624-65.3% |