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 | $254,738 | $81,460+212.7% | $103,333+146.5% | $80,856+215.0% |
| Participation rate | 81.8% | 66.8%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 19.46% | 25.55%-6.1pp | 24.88%-5.4pp | 35.59%-16.1pp |
| Employer contribution / active EE | $461 | $3,105-85.2% | $3,868-88.1% | $2,755-83.3% |
| Participant deferral / active EE | $6,771 | $3,869+75.0% | $5,057+33.9% | $4,296+57.6% |
| Admin fee / account holder | $11,096 | $6,566+69.0% | $8,355+32.8% | $6,918+60.4% |