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.
Participant 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 | $1,051,421 | $111,724+841.1% | $93,606+1023.2% | $145,922+620.5% |
| Participation rate | 95.2% | 74.2%+21.0pp | 68.7%+26.5pp | 80.3%+15.0pp |
| Annual return | 16.42% | 202.98%-186.6pp | 133.20%-116.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $20,633 | $3,090+567.8% | $2,420+752.7% | $4,660+342.8% |
| Participant deferral / active EE | $487 | $4,912-90.1% | $4,411-89.0% | $6,688-92.7% |
| Admin fee / account holder | $30,891 | $10,250+201.4% | $8,285+272.9% | $13,397+130.6% |