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 | $368,791 | $109,881+235.6% | $150,045+145.8% | $84,808+334.9% |
| Participation rate | 70.6% | 76.1%-5.5pp | 82.3%-11.7pp | 68.3%+2.3pp |
| Annual return | 18.57% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $425 | $3,561-88.1% | $4,693-90.9% | $2,631-83.8% |
| Participant deferral / active EE | $6,703 | $6,636+1.0% | $7,997-16.2% | $4,212+59.2% |
| Admin fee / account holder | $2,488 | $8,568-71.0% | $13,435-81.5% | $7,344-66.1% |