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 | $180,258 | $183,963-2.0% | $162,163+11.2% | $152,861+17.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.57% | 150.76%-130.2pp | 115.59%-95.0pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,080 | $6,371-83.0% | $5,614-80.8% | $4,762-77.3% |
| Participant deferral / active EE | $16,563 | $8,034+106.2% | $7,298+126.9% | $5,850+183.1% |
| Admin fee / account holder | $36,652 | $13,121+179.3% | $10,843+238.0% | $11,596+216.1% |