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 | $606,344 | $148,978+307.0% | $200,582+202.3% | $84,808+615.0% |
| Participation rate | 90.3% | 84.2%+6.1pp | 86.9%+3.4pp | 68.3%+22.0pp |
| Annual return | 14.24% | 28.16%-13.9pp | 42.33%-28.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $21,239 | $7,142+197.4% | $9,331+127.6% | $4,212+404.3% |
| Admin fee / account holder | $22,639 | $13,977+62.0% | $16,305+38.9% | $7,344+208.3% |