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 | $601,018 | $60,892+887.0% | $82,389+629.5% | $84,808+608.7% |
| Participation rate | 88.9% | 63.3%+25.6pp | 69.5%+19.3pp | 68.3%+20.6pp |
| Annual return | 16.17% | 37.29%-21.1pp | 28.67%-12.5pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,954 | $3,179+433.4% | $4,155+308.1% | $4,212+302.6% |
| Admin fee / account holder | $2,135 | $5,467-60.9% | $7,231-70.5% | $7,344-70.9% |