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 | $248,589 | $180,449+37.8% | $154,107+61.3% | $135,375+83.6% |
| Participation rate | 73.7% | 87.4%-13.7pp | 83.0%-9.4pp | 82.6%-9.0pp |
| Annual return | 16.10% | 888.09%-872.0pp | 735.12%-719.0pp | 519.73%-503.6pp |
| Employer contribution / active EE | $408 | $6,035-93.2% | $5,298-92.3% | $4,779-91.5% |
| Participant deferral / active EE | $3,169 | $5,806-45.4% | $5,081-37.6% | $5,609-43.5% |
| Admin fee / account holder | $52,409 | $16,143+224.7% | $13,411+290.8% | $10,827+384.1% |