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 | $266,115 | $202,318+31.5% | $172,739+54.1% | $152,861+74.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.77% | 1029.65%-1013.9pp | 802.84%-787.1pp | 345.32%-329.5pp |
| Employer contribution / active EE | $624 | $5,856-89.3% | $5,143-87.9% | $4,762-86.9% |
| Participant deferral / active EE | $6,494 | $5,948+9.2% | $5,198+24.9% | $5,850+11.0% |
| Admin fee / account holder | $1,598 | $17,109-90.7% | $13,954-88.5% | $11,596-86.2% |