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 | $275,836 | $117,841+134.1% | $102,423+169.3% | $145,922+89.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 11.74% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $651 | $3,615-82.0% | $3,023-78.5% | $4,660-86.0% |
| Participant deferral / active EE | $4,736 | $5,731-17.4% | $5,053-6.3% | $6,688-29.2% |
| Admin fee / account holder | $1,607 | $13,326-87.9% | $9,451-83.0% | $13,397-88.0% |