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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,276 | $63,346+86.7% | $92,233+28.2% | $70,131+68.7% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 17.41% | 530.12%-512.7pp | 176.28%-158.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $345 | $2,471-86.0% | $3,679-90.6% | $2,342-85.3% |
| Participant deferral / active EE | $4,205 | $2,854+47.4% | $3,897+7.9% | $3,332+26.2% |
| Admin fee / account holder | $4,158 | $3,840+8.3% | $5,194-19.9% | $4,645-10.5% |