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 | $262,802 | $127,777+105.7% | $106,548+146.7% | $167,490+56.9% |
| Participation rate | 76.9% | 78.3%-1.3pp | 76.1%+0.8pp | 82.1%-5.2pp |
| Annual return | 18.22% | 33.87%-15.6pp | 26.80%-8.6pp | 478.56%-460.3pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,249 | $5,087+3.2% | $4,398+19.3% | $6,341-17.2% |
| Admin fee / account holder | $11,961 | $11,228+6.5% | $7,407+61.5% | $12,309-2.8% |