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 | $258,855 | $369,484-29.9% | $303,047-14.6% | $357,791-27.7% |
| Participation rate | 88.2% | 90.0%-1.8pp | 87.1%+1.1pp | 85.6%+2.6pp |
| Annual return | 15.14% | 0.42%+14.7pp | 2.47%+12.7pp | 396.79%-381.7pp |
| Employer contribution / active EE | $5,759 | $9,025-36.2% | $7,418-22.4% | $7,508-23.3% |
| Participant deferral / active EE | $9,559 | $5,439+75.7% | $5,070+88.6% | $5,521+73.2% |
| Admin fee / account holder | $20,143 | $49,137-59.0% | $39,333-48.8% | $28,387-29.0% |