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 7-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 | $267,576 | $110,257+142.7% | $96,544+177.2% | $139,434+91.9% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.8pp |
| Annual return | 15.78% | 26.32%-10.5pp | 25.84%-10.1pp | 372.94%-357.2pp |
| Employer contribution / active EE | $669 | $3,620-81.5% | $2,965-77.4% | $4,751-85.9% |
| Participant deferral / active EE | $6,341 | $5,548+14.3% | $4,851+30.7% | $6,710-5.5% |
| Admin fee / account holder | $26,195 | $11,591+126.0% | $8,252+217.4% | $11,403+129.7% |