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 | $270,575 | $183,519+47.4% | $155,509+74.0% | $145,922+85.4% |
| Participation rate | 73.3% | 82.7%-9.3pp | 78.2%-4.9pp | 80.3%-6.9pp |
| Annual return | 17.24% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $831 | $5,313-84.3% | $4,672-82.2% | $4,660-82.2% |
| Participant deferral / active EE | $13,770 | $6,462+113.1% | $5,626+144.7% | $6,688+105.9% |
| Admin fee / account holder | $4,993 | $19,313-74.1% | $15,912-68.6% | $13,397-62.7% |