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 | $235,124 | $165,335+42.2% | $149,696+57.1% | $158,922+47.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.24% | 348.15%-334.9pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $886 | $5,103-82.6% | $4,644-80.9% | $4,761-81.4% |
| Participant deferral / active EE | $4,852 | $7,181-32.4% | $6,842-29.1% | $5,982-18.9% |
| Admin fee / account holder | $4,935 | $10,807-54.3% | $9,309-47.0% | $11,246-56.1% |