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 | $342,727 | $297,529+15.2% | $246,525+39.0% | $357,791-4.2% |
| Participation rate | 95.5% | 86.5%+8.9pp | 82.0%+13.5pp | 85.6%+9.9pp |
| Annual return | 11.95% | -2.25%+14.2pp | 0.46%+11.5pp | 396.79%-384.8pp |
| Employer contribution / active EE | $1,654 | $8,709-81.0% | $7,467-77.8% | $7,508-78.0% |
| Participant deferral / active EE | $11,867 | $6,076+95.3% | $5,422+118.9% | $5,521+115.0% |
| Admin fee / account holder | $19,130 | $16,212+18.0% | $16,551+15.6% | $28,387-32.6% |