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 | $291,790 | $183,963+58.6% | $162,163+79.9% | $152,861+90.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.53% | 150.76%-121.2pp | 115.59%-86.1pp | 345.32%-315.8pp |
| Employer contribution / active EE | $604 | $6,371-90.5% | $5,614-89.2% | $4,762-87.3% |
| Participant deferral / active EE | $3,635 | $8,034-54.8% | $7,298-50.2% | $5,850-37.9% |
| Admin fee / account holder | $2,258 | $13,121-82.8% | $10,843-79.2% | $11,596-80.5% |