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 | $411,402 | $197,591+108.2% | $177,821+131.4% | $158,922+158.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 7.40% | 58.76%-51.4pp | 48.32%-40.9pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,355 | $6,697-79.8% | $5,918-77.1% | $4,761-71.5% |
| Participant deferral / active EE | $5,419 | $8,405-35.5% | $7,714-29.8% | $5,982-9.4% |
| Admin fee / account holder | $36,028 | $15,399+134.0% | $12,427+189.9% | $11,246+220.4% |