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 | $246,370 | $150,440+63.8% | $136,294+80.8% | $147,584+66.9% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.72% | 1049.08%-1032.4pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $173 | $5,256-96.7% | $4,695-96.3% | $4,876-96.4% |
| Participant deferral / active EE | $4,157 | $6,630-37.3% | $6,247-33.5% | $5,439-23.6% |
| Admin fee / account holder | $2,072 | $10,905-81.0% | $9,243-77.6% | $10,885-81.0% |