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 | $593,506 | $95,266+523.0% | $82,389+620.4% | $142,382+316.8% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.5%+21.4pp | 80.1%+10.8pp |
| Annual return | 15.50% | 25.74%-10.2pp | 28.67%-13.2pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,754 | $4,809+19.7% | $4,155+38.5% | $6,507-11.6% |
| Admin fee / account holder | $36,832 | $8,563+330.1% | $7,231+409.4% | $12,624+191.8% |