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 | $183,852 | $126,574+45.3% | $106,213+73.1% | $145,922+26.0% |
| Participation rate | 95.8% | 77.6%+18.2pp | 75.3%+20.6pp | 80.3%+15.6pp |
| Annual return | 14.35% | 224.79%-210.4pp | 116.14%-101.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $454 | $3,730-87.8% | $3,171-85.7% | $4,660-90.3% |
| Participant deferral / active EE | $3,168 | $5,724-44.7% | $5,016-36.8% | $6,688-52.6% |
| Admin fee / account holder | $7,638 | $17,304-55.9% | $11,033-30.8% | $13,397-43.0% |