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 | $266,345 | $89,355+198.1% | $141,162+88.7% | $72,985+264.9% |
| Participation rate | 90.7% | 75.1%+15.6pp | 82.5%+8.2pp | 69.5%+21.2pp |
| Annual return | 20.50% | 111.85%-91.3pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $558 | $3,114-82.1% | $4,735-88.2% | $2,440-77.1% |
| Participant deferral / active EE | $6,915 | $5,418+27.6% | $6,709+3.1% | $3,607+91.7% |
| Admin fee / account holder | $18,829 | $5,958+216.0% | $10,261+83.5% | $5,124+267.4% |