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 | $251,236 | $101,724+147.0% | $164,813+52.4% | $80,856+210.7% |
| Participation rate | 76.7% | 71.8%+4.9pp | 78.6%-1.9pp | 67.6%+9.1pp |
| Annual return | 14.48% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $806 | $2,953-72.7% | $4,341-81.4% | $2,755-70.7% |
| Participant deferral / active EE | $3,934 | $4,477-12.1% | $6,031-34.8% | $4,296-8.4% |
| Admin fee / account holder | $32,802 | $8,227+298.7% | $12,690+158.5% | $6,918+374.2% |