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 | $253,415 | $125,758+101.5% | $169,993+49.1% | $75,163+237.2% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.0%+10.2pp | 67.2%+30.0pp |
| Annual return | 14.86% | 27.20%-12.3pp | 53.37%-38.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,357 | $4,615-70.6% | $6,785-80.0% | $2,670-49.2% |
| Participant deferral / active EE | $8,858 | $6,837+29.6% | $10,408-14.9% | $4,125+114.7% |
| Admin fee / account holder | $52,338 | $8,173+540.3% | $12,815+308.4% | $5,651+826.2% |