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 | $166,033 | $102,317+62.3% | $146,958+13.0% | $80,856+105.3% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.2%+0.7pp | 67.6%+15.2pp |
| Annual return | 27.31% | 134.76%-107.4pp | 418.34%-391.0pp | 35.59%-8.3pp |
| Employer contribution / active EE | $18 | $3,713-99.5% | $4,933-99.6% | $2,755-99.4% |
| Participant deferral / active EE | $18,278 | $6,644+175.1% | $8,070+126.5% | $4,296+325.5% |
| Admin fee / account holder | $1,730 | $7,941-78.2% | $12,998-86.7% | $6,918-75.0% |