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 | $224,163 | $270,399-17.1% | $209,409+7.0% | $357,791-37.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 14.04% | 194.89%-180.8pp | 159.49%-145.4pp | 396.79%-382.7pp |
| Employer contribution / active EE | $2,749 | $6,982-60.6% | $5,035-45.4% | $7,508-63.4% |
| Participant deferral / active EE | $11,686 | $4,606+153.7% | $4,230+176.3% | $5,521+111.7% |
| Admin fee / account holder | $17,785 | $18,969-6.2% | $16,474+8.0% | $28,387-37.4% |