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 | $363,939 | $209,411+73.8% | $178,490+103.9% | $158,922+129.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 8.47% | 188.75%-180.3pp | 151.07%-142.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $817 | $5,706-85.7% | $5,011-83.7% | $4,761-82.8% |
| Participant deferral / active EE | $9,668 | $5,954+62.4% | $5,202+85.9% | $5,982+61.6% |
| Admin fee / account holder | $3,425 | $17,074-79.9% | $13,984-75.5% | $11,246-69.5% |