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 | $181,186 | $102,317+77.1% | $146,958+23.3% | $80,856+124.1% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 18.59% | 134.76%-116.2pp | 418.34%-399.8pp | 35.59%-17.0pp |
| Employer contribution / active EE | $616 | $3,713-83.4% | $4,933-87.5% | $2,755-77.6% |
| Participant deferral / active EE | $18,580 | $6,644+179.7% | $8,070+130.2% | $4,296+332.5% |
| Admin fee / account holder | $10,604 | $7,941+33.5% | $12,998-18.4% | $6,918+53.3% |