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 | $205,514 | $98,750+108.1% | $149,696+37.3% | $79,858+157.3% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.8pp |
| Annual return | 17.28% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $301 | $3,216-90.7% | $4,644-93.5% | $2,471-87.8% |
| Participant deferral / active EE | $6,773 | $5,680+19.2% | $6,842-1.0% | $3,740+81.1% |
| Admin fee / account holder | $1,167 | $6,053-80.7% | $9,309-87.5% | $5,306-78.0% |