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 | $396,250 | $102,317+287.3% | $146,958+169.6% | $80,856+390.1% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 21.02% | 134.76%-113.7pp | 418.34%-397.3pp | 35.59%-14.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,738 | $6,644-13.6% | $8,070-28.9% | $4,296+33.6% |
| Admin fee / account holder | $39,216 | $7,941+393.8% | $12,998+201.7% | $6,918+466.9% |