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 | $275,088 | $91,538+200.5% | $129,995+111.6% | $75,163+266.0% |
| Participation rate | 98.6% | 71.4%+27.1pp | 78.5%+20.1pp | 67.2%+31.4pp |
| Annual return | 19.26% | -631.11%+650.4pp | -137.18%+156.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $578 | $2,845-79.7% | $4,320-86.6% | $2,670-78.3% |
| Participant deferral / active EE | $8,856 | $4,341+104.0% | $5,820+52.2% | $4,125+114.7% |
| Admin fee / account holder | $2,393 | $6,790-64.8% | $10,614-77.5% | $5,651-57.7% |