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 | $303,361 | $82,664+267.0% | $125,339+142.0% | $68,494+342.9% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -13.59% | -5.97%-7.6pp | 572.05%-585.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $66 | $3,381-98.1% | $4,814-98.6% | $2,596-97.5% |
| Participant deferral / active EE | $4,000 | $6,110-34.5% | $7,446-46.3% | $4,027-0.7% |
| Admin fee / account holder | $12,777 | $6,275+103.6% | $10,010+27.7% | $5,403+136.5% |