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 | $286,907 | $65,365+338.9% | $92,893+208.9% | $72,985+293.1% |
| Participation rate | 83.9% | 68.3%+15.6pp | 76.0%+7.9pp | 69.5%+14.4pp |
| Annual return | 22.05% | 42.10%-20.0pp | 109.41%-87.4pp | 81.00%-58.9pp |
| Employer contribution / active EE | $581 | $2,594-77.6% | $3,653-84.1% | $2,440-76.2% |
| Participant deferral / active EE | $5,343 | $3,128+70.8% | $4,236+26.1% | $3,607+48.1% |
| Admin fee / account holder | $5,384 | $4,251+26.6% | $5,794-7.1% | $5,124+5.1% |