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 | $180,157 | $105,181+71.3% | $159,436+13.0% | $85,850+109.9% |
| Participation rate | 74.0% | 75.8%-1.8pp | 82.8%-8.8pp | 69.3%+4.7pp |
| Annual return | 12.81% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $16 | $3,318-99.5% | $4,829-99.7% | $2,565-99.4% |
| Participant deferral / active EE | $6,937 | $5,945+16.7% | $7,352-5.6% | $3,952+75.5% |
| Admin fee / account holder | $38,834 | $6,933+460.1% | $10,799+259.6% | $6,260+520.4% |