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 | $170,527 | $85,766+98.8% | $136,294+25.1% | $70,131+143.2% |
| Participation rate | 87.8% | 74.2%+13.6pp | 81.9%+5.9pp | 69.5%+18.3pp |
| Annual return | 26.94% | 31.45%-4.5pp | 5155.94%-5129.0pp | 73.14%-46.2pp |
| Employer contribution / active EE | $197 | $2,966-93.4% | $4,695-95.8% | $2,342-91.6% |
| Participant deferral / active EE | $8,460 | $5,051+67.5% | $6,247+35.4% | $3,332+153.9% |
| Admin fee / account holder | $9,351 | $5,420+72.5% | $9,243+1.2% | $4,645+101.3% |