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 | $709,468 | $177,572+299.5% | $154,803+358.3% | $142,382+398.3% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 12.13% | 65.07%-52.9pp | 58.88%-46.8pp | 217.08%-204.9pp |
| Employer contribution / active EE | $858 | $4,810-82.2% | $4,305-80.1% | $4,299-80.1% |
| Participant deferral / active EE | $2,331 | $6,272-62.8% | $5,540-57.9% | $6,507-64.2% |
| Admin fee / account holder | $39,532 | $16,786+135.5% | $14,329+175.9% | $12,624+213.2% |