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 | $150,616 | $65,409+130.3% | $98,442+53.0% | $85,850+75.4% |
| Participation rate | 81.8% | 65.0%+16.8pp | 73.3%+8.5pp | 69.3%+12.5pp |
| Annual return | 13.95% | 21.76%-7.8pp | 1492.73%-1478.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,086 | $3,166+155.4% | $4,276+89.1% | $3,952+104.6% |
| Admin fee / account holder | $71,509 | $4,593+1457.0% | $5,949+1102.0% | $6,260+1042.3% |