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 | $297,595 | $124,319+139.4% | $111,297+167.4% | $167,490+77.7% |
| Participation rate | 84.6% | 79.6%+5.0pp | 77.3%+7.3pp | 82.1%+2.5pp |
| Annual return | 10.47% | 37.44%-27.0pp | 54.65%-44.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $656 | $3,435-80.9% | $2,731-76.0% | $4,837-86.4% |
| Participant deferral / active EE | $2,394 | $5,180-53.8% | $4,487-46.7% | $6,341-62.2% |
| Admin fee / account holder | $28,108 | $10,618+164.7% | $7,964+252.9% | $12,309+128.4% |