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 | $221,335 | $185,822+19.1% | $169,993+30.2% | $139,434+58.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.93% | 60.50%-44.6pp | 53.37%-37.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,212 | $7,590-84.0% | $6,785-82.1% | $4,751-74.5% |
| Participant deferral / active EE | $7,163 | $11,622-38.4% | $10,408-31.2% | $6,710+6.7% |
| Admin fee / account holder | $25,499 | $15,381+65.8% | $12,815+99.0% | $11,403+123.6% |