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 | $300,254 | $83,902+257.9% | $167,512+79.2% | $84,808+254.0% |
| Participation rate | 87.9% | 66.5%+21.4pp | 77.1%+10.8pp | 68.3%+19.6pp |
| Annual return | 14.27% | 91.55%-77.3pp | 1615.79%-1601.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,308 | $4,442+132.0% | $6,405+60.9% | $4,212+144.8% |
| Admin fee / account holder | $36,398 | $7,915+359.9% | $9,769+272.6% | $7,344+395.6% |