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 | $176,446 | $93,373+89.0% | $152,466+15.7% | $85,850+105.5% |
| Participation rate | 91.5% | 70.1%+21.4pp | 78.2%+13.3pp | 69.3%+22.2pp |
| Annual return | 39.84% | 21.84%+18.0pp | 757.33%-717.5pp | 318.53%-278.7pp |
| Employer contribution / active EE | $639 | $2,996-78.7% | $4,327-85.2% | $2,565-75.1% |
| Participant deferral / active EE | $5,803 | $4,550+27.5% | $5,820-0.3% | $3,952+46.8% |
| Admin fee / account holder | $661 | $13,853-95.2% | $15,805-95.8% | $6,260-89.4% |