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 | $504,803 | $165,984+204.1% | $164,813+206.3% | $145,922+245.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.33% | 100.03%-86.7pp | 69.93%-56.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $720 | $5,273-86.3% | $4,341-83.4% | $4,660-84.5% |
| Participant deferral / active EE | $9,000 | $6,959+29.3% | $6,031+49.2% | $6,688+34.6% |
| Admin fee / account holder | $23,286 | $16,648+39.9% | $12,690+83.5% | $13,397+73.8% |