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 | $503,113 | $104,974+379.3% | $95,585+426.4% | $142,382+253.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.90% | 210.33%-193.4pp | 38.56%-21.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $253 | $2,779-90.9% | $2,527-90.0% | $4,299-94.1% |
| Participant deferral / active EE | $2,862 | $4,352-34.2% | $4,023-28.9% | $6,507-56.0% |
| Admin fee / account holder | $76,551 | $6,386+1098.7% | $6,127+1149.3% | $12,624+506.4% |