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 | $229,158 | $102,317+124.0% | $146,958+55.9% | $80,856+183.4% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.2%-1.5pp | 67.6%+13.0pp |
| Annual return | 22.62% | 134.76%-112.1pp | 418.34%-395.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $15,363 | $6,644+131.2% | $8,070+90.4% | $4,296+257.6% |
| Admin fee / account holder | $4,278 | $7,941-46.1% | $12,998-67.1% | $6,918-38.2% |