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 | $205,879 | $176,056+16.9% | $159,436+29.1% | $167,490+22.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.78% | 331.75%-304.0pp | 263.57%-235.8pp | 478.56%-450.8pp |
| Employer contribution / active EE | $788 | $5,297-85.1% | $4,829-83.7% | $4,837-83.7% |
| Participant deferral / active EE | $3,525 | $7,750-54.5% | $7,352-52.1% | $6,341-44.4% |
| Admin fee / account holder | $2,306 | $12,554-81.6% | $10,799-78.6% | $12,309-81.3% |