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 | $703,535 | $113,935+517.5% | $94,224+646.7% | $125,391+461.1% |
| Participation rate | 93.3% | 82.9%+10.4pp | 78.8%+14.6pp | 83.2%+10.1pp |
| Annual return | 2.05% | 5.29%-3.2pp | 10.68%-8.6pp | 282.22%-280.2pp |
| Employer contribution / active EE | $130 | $4,727-97.2% | $3,587-96.4% | $4,866-97.3% |
| Participant deferral / active EE | $5,892 | $5,179+13.8% | $4,320+36.4% | $5,352+10.1% |
| Admin fee / account holder | $39,827 | $8,391+374.6% | $6,269+535.3% | $9,540+317.4% |