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 | $256,480 | $369,484-30.6% | $303,047-15.4% | $357,791-28.3% |
| Participation rate | 93.3% | 90.0%+3.3pp | 87.1%+6.2pp | 85.6%+7.7pp |
| Annual return | 15.40% | 0.42%+15.0pp | 2.47%+12.9pp | 396.79%-381.4pp |
| Employer contribution / active EE | $2,780 | $9,025-69.2% | $7,418-62.5% | $7,508-63.0% |
| Participant deferral / active EE | $10,270 | $5,439+88.8% | $5,070+102.6% | $5,521+86.0% |
| Admin fee / account holder | $20,874 | $49,137-57.5% | $39,333-46.9% | $28,387-26.5% |