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 | $312,796 | $59,107+429.2% | $86,436+261.9% | $68,494+356.7% |
| Participation rate | 89.3% | 75.2%+14.0pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -18.15% | -0.23%-17.9pp | 4394.89%-4413.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $18,839 | $5,901+219.2% | $6,952+171.0% | $4,027+367.8% |
| Admin fee / account holder | $31,207 | $5,637+453.6% | $6,731+363.6% | $5,403+477.6% |