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 | $304,498 | $124,281+145.0% | $109,143+179.0% | $167,490+81.8% |
| Participation rate | 76.9% | 79.4%-2.5pp | 75.9%+1.0pp | 82.1%-5.2pp |
| Annual return | 15.15% | 26.04%-10.9pp | 25.75%-10.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $14 | $4,207-99.7% | $3,722-99.6% | $4,837-99.7% |
| Participant deferral / active EE | $9,826 | $5,255+87.0% | $4,653+111.2% | $6,341+55.0% |
| Admin fee / account holder | $1,004 | $7,970-87.4% | $6,752-85.1% | $12,309-91.8% |