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 | $216,927 | $176,056+23.2% | $159,436+36.1% | $167,490+29.5% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 11.19% | 331.75%-320.6pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $386 | $5,297-92.7% | $4,829-92.0% | $4,837-92.0% |
| Participant deferral / active EE | $9,283 | $7,750+19.8% | $7,352+26.3% | $6,341+46.4% |
| Admin fee / account holder | $31,193 | $12,554+148.5% | $10,799+188.9% | $12,309+153.4% |