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 | $366,312 | $109,881+233.4% | $150,045+144.1% | $84,808+331.9% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 15.96% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $123 | $3,561-96.5% | $4,693-97.4% | $2,631-95.3% |
| Participant deferral / active EE | $9,982 | $6,636+50.4% | $7,997+24.8% | $4,212+137.0% |
| Admin fee / account holder | $12,587 | $8,568+46.9% | $13,435-6.3% | $7,344+71.4% |