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 | $302,496 | $167,307+80.8% | $143,757+110.4% | $134,475+124.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.74% | 0.46%+0.3pp | -0.04%+0.8pp | 417.96%-417.2pp |
| Employer contribution / active EE | $1,136 | $5,619-79.8% | $4,951-77.1% | $4,740-76.0% |
| Participant deferral / active EE | $7,429 | $6,446+15.2% | $5,637+31.8% | $6,400+16.1% |
| Admin fee / account holder | $2,064 | $18,088-88.6% | $14,673-85.9% | $11,426-81.9% |