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 | $556,799 | $99,877+457.5% | $84,966+555.3% | $145,922+281.6% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 16.92% | 83.76%-66.8pp | 66.38%-49.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $356 | $3,231-89.0% | $2,727-87.0% | $4,660-92.4% |
| Participant deferral / active EE | $7,625 | $5,291+44.1% | $4,519+68.7% | $6,688+14.0% |
| Admin fee / account holder | $6,382 | $7,248-11.9% | $6,149+3.8% | $13,397-52.4% |