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 | $269,310 | $214,378+25.6% | $200,582+34.3% | $142,382+89.1% |
| Participation rate | 81.0% | 87.4%-6.5pp | 86.9%-5.9pp | 80.1%+0.8pp |
| Annual return | 13.19% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,295 | $9,865-36.2% | $9,331-32.5% | $6,507-3.3% |
| Admin fee / account holder | $12,106 | $17,692-31.6% | $16,305-25.8% | $12,624-4.1% |