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 | $168,333 | $78,672+114.0% | $109,143+54.2% | $85,850+96.1% |
| Participation rate | 96.8% | 68.3%+28.5pp | 75.9%+20.9pp | 69.3%+27.5pp |
| Annual return | 20.01% | 25.09%-5.1pp | 25.75%-5.7pp | 318.53%-298.5pp |
| Employer contribution / active EE | $434 | $2,735-84.1% | $3,722-88.3% | $2,565-83.1% |
| Participant deferral / active EE | $8,866 | $3,467+155.7% | $4,653+90.5% | $3,952+124.4% |
| Admin fee / account holder | $2,273 | $5,469-58.4% | $6,752-66.3% | $6,260-63.7% |