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 | $278,602 | $201,272+38.4% | $184,203+51.2% | $145,922+90.9% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 17.08% | 29.00%-11.9pp | 28.81%-11.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $996 | $7,022-85.8% | $6,427-84.5% | $4,660-78.6% |
| Participant deferral / active EE | $4,722 | $9,806-51.8% | $9,131-48.3% | $6,688-29.4% |
| Admin fee / account holder | $5,432 | $16,364-66.8% | $13,901-60.9% | $13,397-59.5% |