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 | $213,292 | $100,041+113.2% | $149,718+42.5% | $70,131+204.1% |
| Participation rate | 89.7% | 83.6%+6.2pp | 87.1%+2.7pp | 69.5%+20.2pp |
| Annual return | 17.03% | 27.43%-10.4pp | 1501.63%-1484.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $974 | $3,662-73.4% | $5,445-82.1% | $2,342-58.4% |
| Participant deferral / active EE | $11,410 | $4,983+129.0% | $6,569+73.7% | $3,332+242.5% |
| Admin fee / account holder | $13,395 | $8,286+61.7% | $11,283+18.7% | $4,645+188.4% |