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 | $124,851 | $100,041+24.8% | $149,718-16.6% | $70,131+78.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.51% | 27.43%-7.9pp | 1501.63%-1482.1pp | 73.14%-53.6pp |
| Employer contribution / active EE | $492 | $3,662-86.6% | $5,445-91.0% | $2,342-79.0% |
| Participant deferral / active EE | $10,869 | $4,983+118.1% | $6,569+65.5% | $3,332+226.2% |
| Admin fee / account holder | $7,491 | $8,286-9.6% | $11,283-33.6% | $4,645+61.3% |