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 | $254,358 | $117,841+115.8% | $102,423+148.3% | $145,922+74.3% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 11.35% | 31.65%-20.3pp | 29.32%-18.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $643 | $3,615-82.2% | $3,023-78.7% | $4,660-86.2% |
| Participant deferral / active EE | $16,406 | $5,731+186.3% | $5,053+224.7% | $6,688+145.3% |
| Admin fee / account holder | $33,468 | $13,326+151.1% | $9,451+254.1% | $13,397+149.8% |