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 9-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 | $664,297 | $167,484+296.6% | $151,611+338.2% | $134,475+394.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | 3.57% | 7.80%-4.2pp | 3.33%+0.2pp | 417.96%-414.4pp |
| Employer contribution / active EE | $628 | $6,829-90.8% | $6,166-89.8% | $4,740-86.8% |
| Participant deferral / active EE | $4,149 | $8,986-53.8% | $8,363-50.4% | $6,400-35.2% |
| Admin fee / account holder | $32,074 | $13,783+132.7% | $11,616+176.1% | $11,426+180.7% |