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 | $388,051 | $142,344+172.6% | $119,609+224.4% | $134,475+188.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.09% | -12.44%+1.4pp | -14.97%+3.9pp | 417.96%-429.1pp |
| Employer contribution / active EE | $980 | $5,222-81.2% | $4,232-76.8% | $4,740-79.3% |
| Participant deferral / active EE | $17,917 | $6,469+176.9% | $5,602+219.8% | $6,400+180.0% |
| Admin fee / account holder | $2,698 | $13,584-80.1% | $10,323-73.9% | $11,426-76.4% |