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 | $577,078 | $86,929+563.8% | $102,423+463.4% | $80,856+613.7% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.6%+19.0pp |
| Annual return | 14.75% | 18.88%-4.1pp | 29.32%-14.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $253,169 | $4,118+6047.2% | $5,053+4910.4% | $4,296+5793.5% |
| Admin fee / account holder | $375,943 | $8,049+4570.7% | $9,451+3877.9% | $6,918+5334.3% |