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 | $443,470 | $167,484+164.8% | $151,611+192.5% | $134,475+229.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -7.60% | 7.80%-15.4pp | 3.33%-10.9pp | 417.96%-425.6pp |
| Employer contribution / active EE | $1,321 | $6,829-80.6% | $6,166-78.6% | $4,740-72.1% |
| Participant deferral / active EE | $5,286 | $8,986-41.2% | $8,363-36.8% | $6,400-17.4% |
| Admin fee / account holder | $52,448 | $13,783+280.5% | $11,616+351.5% | $11,426+359.0% |