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 | $292,120 | $96,557+202.5% | $80,975+260.8% | $273,961+6.6% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 8.29% | 15.14%-6.8pp | 17.10%-8.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,114 | $6,598+68.5% | $5,696+95.1% | $5,287+110.2% |
| Admin fee / account holder | $53,554 | $7,492+614.8% | $5,516+870.9% | $10,132+428.6% |