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 | $295,476 | $105,181+180.9% | $159,436+85.3% | $85,850+244.2% |
| Participation rate | 80.6% | 75.8%+4.9pp | 82.8%-2.2pp | 69.3%+11.3pp |
| Annual return | 14.31% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,227 | $5,945+88.9% | $7,352+52.7% | $3,952+184.1% |
| Admin fee / account holder | $24,017 | $6,933+246.4% | $10,799+122.4% | $6,260+283.7% |