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 | $228,554 | $176,812+29.3% | $146,665+55.8% | $167,490+36.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.98% | 24.03%-9.1pp | 22.74%-7.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $20 | $5,160-99.6% | $4,136-99.5% | $4,837-99.6% |
| Participant deferral / active EE | $6,390 | $6,440-0.8% | $5,506+16.0% | $6,341+0.8% |
| Admin fee / account holder | $17,988 | $13,259+35.7% | $10,280+75.0% | $12,309+46.1% |