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 | $273,927 | $83,908+226.5% | $68,509+299.8% | $125,391+118.5% |
| Participation rate | 77.8% | 78.2%-0.4pp | 74.7%+3.1pp | 83.2%-5.4pp |
| Annual return | 0.19% | 14.48%-14.3pp | 8.27%-8.1pp | 282.22%-282.0pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,308 | $4,125+52.9% | $3,382+86.5% | $5,352+17.9% |
| Admin fee / account holder | $53,396 | $8,982+494.5% | $5,275+912.3% | $9,540+459.7% |