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 | $248,741 | $112,096+121.9% | $95,952+159.2% | $158,922+56.5% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 9.39% | 171.09%-161.7pp | 91.61%-82.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $53 | $3,198-98.3% | $2,541-97.9% | $4,761-98.9% |
| Participant deferral / active EE | $1,620 | $4,784-66.1% | $4,167-61.1% | $5,982-72.9% |
| Admin fee / account holder | $10,638 | $10,130+5.0% | $6,795+56.6% | $11,246-5.4% |