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 | $944,584 | $201,272+369.3% | $184,203+412.8% | $145,922+547.3% |
| Participation rate | 82.4% | 87.5%-5.1pp | 86.8%-4.5pp | 80.3%+2.1pp |
| Annual return | 25.04% | 29.00%-4.0pp | 28.81%-3.8pp | 561.29%-536.2pp |
| Employer contribution / active EE | $596 | $7,022-91.5% | $6,427-90.7% | $4,660-87.2% |
| Participant deferral / active EE | $12,240 | $9,806+24.8% | $9,131+34.0% | $6,688+83.0% |
| Admin fee / account holder | $4,370 | $16,364-73.3% | $13,901-68.6% | $13,397-67.4% |