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 | $356,240 | $127,065+180.4% | $113,168+214.8% | $142,382+150.2% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 16.12% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-201.0pp |
| Employer contribution / active EE | $578 | $3,442-83.2% | $2,975-80.6% | $4,299-86.5% |
| Participant deferral / active EE | $2,566 | $5,716-55.1% | $5,107-49.8% | $6,507-60.6% |
| Admin fee / account holder | $2,616 | $15,736-83.4% | $12,068-78.3% | $12,624-79.3% |