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 | $281,103 | $89,753+213.2% | $107,525+161.4% | $84,808+231.5% |
| Participation rate | 98.1% | 68.1%+30.1pp | 75.1%+23.0pp | 68.3%+29.8pp |
| Annual return | 14.15% | 29.48%-15.3pp | 181.32%-167.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $134 | $3,113-95.7% | $3,754-96.4% | $2,631-94.9% |
| Participant deferral / active EE | $11,195 | $4,056+176.0% | $5,116+118.8% | $4,212+165.8% |
| Admin fee / account holder | $16,042 | $7,222+122.1% | $8,919+79.9% | $7,344+118.4% |