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 | $236,920 | $102,317+131.6% | $146,958+61.2% | $80,856+193.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 13.90% | 134.76%-120.9pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $734 | $3,713-80.2% | $4,933-85.1% | $2,755-73.4% |
| Participant deferral / active EE | $8,336 | $6,644+25.5% | $8,070+3.3% | $4,296+94.0% |
| Admin fee / account holder | $24,959 | $7,941+214.3% | $12,998+92.0% | $6,918+260.8% |