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 | $406,624 | $99,985+306.7% | $146,665+177.2% | $85,850+373.6% |
| Participation rate | 92.6% | 73.1%+19.5pp | 80.1%+12.5pp | 69.3%+23.3pp |
| Annual return | 11.75% | 18.93%-7.2pp | 22.74%-11.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,943 | $4,006+123.3% | $5,506+62.4% | $3,952+126.3% |
| Admin fee / account holder | $6,826 | $7,702-11.4% | $10,280-33.6% | $6,260+9.0% |