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 | $208,234 | $160,055+30.1% | $140,016+48.7% | $135,375+53.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 7.55% | 911.38%-903.8pp | 651.12%-643.6pp | 519.73%-512.2pp |
| Employer contribution / active EE | $733 | $6,420-88.6% | $5,606-86.9% | $4,779-84.7% |
| Participant deferral / active EE | $4,528 | $7,642-40.7% | $6,927-34.6% | $5,609-19.3% |
| Admin fee / account holder | $2,786 | $13,328-79.1% | $10,705-74.0% | $10,827-74.3% |