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 | $310,226 | $201,272+54.1% | $184,203+68.4% | $145,922+112.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 19.92% | 29.00%-9.1pp | 28.81%-8.9pp | 561.29%-541.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,380 | $9,806-14.5% | $9,131-8.2% | $6,688+25.3% |
| Admin fee / account holder | $1,715 | $16,364-89.5% | $13,901-87.7% | $13,397-87.2% |