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 | $410,733 | $179,726+128.5% | $156,263+162.8% | $142,382+188.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 12.48% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $714 | $5,069-85.9% | $4,333-83.5% | $4,299-83.4% |
| Participant deferral / active EE | $9,484 | $6,956+36.3% | $6,158+54.0% | $6,507+45.7% |
| Admin fee / account holder | $64,785 | $17,272+275.1% | $14,255+354.5% | $12,624+413.2% |