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 | $859,426 | $270,399+217.8% | $209,409+310.4% | $357,791+140.2% |
| Participation rate | 88.2% | 83.8%+4.5pp | 80.4%+7.9pp | 85.6%+2.6pp |
| Annual return | 17.27% | 194.89%-177.6pp | 159.49%-142.2pp | 396.79%-379.5pp |
| Employer contribution / active EE | $0 | $6,982-100.0% | $5,035-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $14,884 | $4,606+223.2% | $4,230+251.9% | $5,521+169.6% |
| Admin fee / account holder | $44,833 | $18,969+136.4% | $16,474+172.1% | $28,387+57.9% |