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 | $336,918 | $297,529+13.2% | $246,525+36.7% | $357,791-5.8% |
| Participation rate | 77.8% | 86.5%-8.8pp | 82.0%-4.2pp | 85.6%-7.8pp |
| Annual return | 16.50% | -2.25%+18.7pp | 0.46%+16.0pp | 396.79%-380.3pp |
| Employer contribution / active EE | $3,304 | $8,709-62.1% | $7,467-55.8% | $7,508-56.0% |
| Participant deferral / active EE | $8,611 | $6,076+41.7% | $5,422+58.8% | $5,521+56.0% |
| Admin fee / account holder | $1,537 | $16,212-90.5% | $16,551-90.7% | $28,387-94.6% |