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 | $201,000 | $177,572+13.2% | $154,803+29.8% | $142,382+41.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.61% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $550 | $4,810-88.6% | $4,305-87.2% | $4,299-87.2% |
| Participant deferral / active EE | $13,301 | $6,272+112.1% | $5,540+140.1% | $6,507+104.4% |
| Admin fee / account holder | $408,041 | $16,786+2330.9% | $14,329+2747.6% | $12,624+3132.3% |