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 | $194,374 | $148,534+30.9% | $135,903+43.0% | $139,434+39.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 49.61% | 79.19%-29.6pp | 68.23%-18.6pp | 372.94%-323.3pp |
| Employer contribution / active EE | $68 | $5,243-98.7% | $4,856-98.6% | $4,751-98.6% |
| Participant deferral / active EE | $14,205 | $8,100+75.4% | $7,758+83.1% | $6,710+111.7% |
| Admin fee / account holder | $4,123 | $12,400-66.8% | $10,762-61.7% | $11,403-63.8% |