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 | $570,624 | $247,971+130.1% | $209,012+173.0% | $357,791+59.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.5%+22.5pp | 85.6%+14.4pp |
| Annual return | 15.63% | -1.22%+16.8pp | 0.31%+15.3pp | 396.79%-381.2pp |
| Employer contribution / active EE | $5,476 | $6,238-12.2% | $5,342+2.5% | $7,508-27.1% |
| Participant deferral / active EE | $0 | $5,526-100.0% | $4,752-100.0% | $5,521-100.0% |
| Admin fee / account holder | $43,826 | $40,320+8.7% | $31,136+40.8% | $28,387+54.4% |