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 | $273,843 | $168,632+62.4% | $147,614+85.5% | $125,391+118.4% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -3.01% | 77.65%-80.7pp | 61.98%-65.0pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,230 | $6,252-80.3% | $5,564-77.9% | $4,866-74.7% |
| Participant deferral / active EE | $4,882 | $5,507-11.3% | $4,895-0.3% | $5,352-8.8% |
| Admin fee / account holder | $2,154 | $13,580-84.1% | $11,611-81.5% | $9,540-77.4% |