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 | $345,419 | $95,193+262.9% | $76,523+351.4% | $135,375+155.2% |
| Participation rate | 94.4% | 74.4%+20.1pp | 68.0%+26.4pp | 82.6%+11.8pp |
| Annual return | -4.57% | 4.85%-9.4pp | -0.27%-4.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,209 | $4,639+98.5% | $3,835+140.1% | $5,609+64.2% |
| Admin fee / account holder | $28,389 | $6,249+354.3% | $4,848+485.6% | $10,827+162.2% |