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 | $262,052 | $138,347+89.4% | $184,203+42.3% | $80,856+224.1% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 26.89% | 20.02%+6.9pp | 28.81%-1.9pp | 35.59%-8.7pp |
| Employer contribution / active EE | $1,069 | $4,850-78.0% | $6,427-83.4% | $2,755-61.2% |
| Participant deferral / active EE | $13,185 | $7,071+86.5% | $9,131+44.4% | $4,296+206.9% |
| Admin fee / account holder | $23,913 | $10,483+128.1% | $13,901+72.0% | $6,918+245.7% |