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 | $280,932 | $179,726+56.3% | $156,263+79.8% | $142,382+97.3% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 48.79% | 77.86%-29.1pp | 59.47%-10.7pp | 217.08%-168.3pp |
| Employer contribution / active EE | $1,079 | $5,069-78.7% | $4,333-75.1% | $4,299-74.9% |
| Participant deferral / active EE | $2,358 | $6,956-66.1% | $6,158-61.7% | $6,507-63.8% |
| Admin fee / account holder | $169,111 | $17,272+879.1% | $14,255+1086.3% | $12,624+1239.6% |