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 | $263,906 | $198,466+33.0% | $170,442+54.8% | $147,584+78.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.86% | 257.29%-247.4pp | 205.93%-196.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $525 | $6,184-91.5% | $5,433-90.3% | $4,876-89.2% |
| Participant deferral / active EE | $7,033 | $5,629+24.9% | $4,939+42.4% | $5,439+29.3% |
| Admin fee / account holder | $1,713 | $16,852-89.8% | $13,880-87.7% | $10,885-84.3% |