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 | $206,704 | $102,616+101.4% | $81,983+152.1% | $158,922+30.1% |
| Participation rate | 90.5% | 75.5%+15.0pp | 69.2%+21.2pp | 82.0%+8.5pp |
| Annual return | 17.59% | 61.04%-43.5pp | 41.31%-23.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $178 | $3,240-94.5% | $2,498-92.9% | $4,761-96.3% |
| Participant deferral / active EE | $3,911 | $4,648-15.9% | $3,722+5.1% | $5,982-34.6% |
| Admin fee / account holder | $15,397 | $8,235+87.0% | $5,664+171.8% | $11,246+36.9% |