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 | $276,065 | $83,477+230.7% | $125,175+120.5% | $72,985+278.3% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | 27.45% | 25.78%+1.7pp | 43.79%-16.3pp | 81.00%-53.6pp |
| Employer contribution / active EE | $141 | $2,345-94.0% | $3,865-96.3% | $2,440-94.2% |
| Participant deferral / active EE | $10,866 | $3,585+203.1% | $4,937+120.1% | $3,607+201.2% |
| Admin fee / account holder | $4,968 | $5,517-10.0% | $9,702-48.8% | $5,124-3.1% |