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 | $332,429 | $76,552+334.3% | $123,892+168.3% | $62,891+428.6% |
| Participation rate | 85.0% | 73.0%+12.0pp | 81.4%+3.6pp | 69.3%+15.7pp |
| Annual return | 7.26% | 18.68%-11.4pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,623 | $4,840+78.2% | $5,984+44.1% | $3,203+169.2% |
| Admin fee / account holder | $7,556 | $4,826+56.6% | $8,357-9.6% | $4,296+75.9% |