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 | $263,993 | $142,344+85.5% | $119,609+120.7% | $134,475+96.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.98% | -12.44%-3.5pp | -14.97%-1.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,025 | $5,222-80.4% | $4,232-75.8% | $4,740-78.4% |
| Participant deferral / active EE | $6,618 | $6,469+2.3% | $5,602+18.1% | $6,400+3.4% |
| Admin fee / account holder | $2,524 | $13,584-81.4% | $10,323-75.5% | $11,426-77.9% |