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 | $290,757 | $209,411+38.8% | $178,490+62.9% | $158,922+83.0% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 9.79% | 188.75%-179.0pp | 151.07%-141.3pp | 302.83%-293.0pp |
| Employer contribution / active EE | $757 | $5,706-86.7% | $5,011-84.9% | $4,761-84.1% |
| Participant deferral / active EE | $4,218 | $5,954-29.2% | $5,202-18.9% | $5,982-29.5% |
| Admin fee / account holder | $2,206 | $17,074-87.1% | $13,984-84.2% | $11,246-80.4% |