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 | $183,940 | $105,998+73.5% | $92,233+99.4% | $147,584+24.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 13.78% | 50.05%-36.3pp | 176.28%-162.5pp | 578.55%-564.8pp |
| Employer contribution / active EE | $599 | $4,333-86.2% | $3,679-83.7% | $4,876-87.7% |
| Participant deferral / active EE | $1,993 | $4,478-55.5% | $3,897-48.9% | $5,439-63.4% |
| Admin fee / account holder | $8,113 | $6,332+28.1% | $5,194+56.2% | $10,885-25.5% |