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 | $550,374 | $183,519+199.9% | $155,509+253.9% | $145,922+277.2% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 17.73% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.6pp |
| Employer contribution / active EE | $545 | $5,313-89.7% | $4,672-88.3% | $4,660-88.3% |
| Participant deferral / active EE | $8,850 | $6,462+37.0% | $5,626+57.3% | $6,688+32.3% |
| Admin fee / account holder | $45,320 | $19,313+134.7% | $15,912+184.8% | $13,397+238.3% |