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 | $403,187 | $165,335+143.9% | $149,696+169.3% | $158,922+153.7% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 10.76% | 348.15%-337.4pp | 276.60%-265.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $665 | $5,103-87.0% | $4,644-85.7% | $4,761-86.0% |
| Participant deferral / active EE | $7,597 | $7,181+5.8% | $6,842+11.0% | $5,982+27.0% |
| Admin fee / account holder | $1,251 | $10,807-88.4% | $9,309-86.6% | $11,246-88.9% |