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 | $338,617 | $270,399+25.2% | $209,409+61.7% | $357,791-5.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 20.05% | 194.89%-174.8pp | 159.49%-139.4pp | 396.79%-376.7pp |
| Employer contribution / active EE | $1,837 | $6,982-73.7% | $5,035-63.5% | $7,508-75.5% |
| Participant deferral / active EE | $8,102 | $4,606+75.9% | $4,230+91.5% | $5,521+46.8% |
| Admin fee / account holder | $3,950 | $18,969-79.2% | $16,474-76.0% | $28,387-86.1% |