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 | $187,683 | $105,181+78.4% | $159,436+17.7% | $85,850+118.6% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.8%-9.8pp | 69.3%+3.7pp |
| Annual return | 44.38% | 45.07%-0.7pp | 263.57%-219.2pp | 318.53%-274.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,795 | $5,945+98.4% | $7,352+60.4% | $3,952+198.5% |
| Admin fee / account holder | $9,909 | $6,933+42.9% | $10,799-8.2% | $6,260+58.3% |