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 3-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 | $350,135 | $175,202+99.8% | $149,673+133.9% | $139,434+151.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 104275.49% | 166.71%+104108.8pp | 134.42%+104141.1pp | 372.94%+103902.5pp |
| Employer contribution / active EE | $497 | $5,474-90.9% | $4,818-89.7% | $4,751-89.5% |
| Participant deferral / active EE | $10,418 | $6,519+59.8% | $5,680+83.4% | $6,710+55.3% |
| Admin fee / account holder | $3,958 | $16,150-75.5% | $13,210-70.0% | $11,403-65.3% |