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 | $194,766 | $171,865+13.3% | $149,718+30.1% | $147,584+32.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 9.61% | 2113.22%-2103.6pp | 1501.63%-1492.0pp | 578.55%-568.9pp |
| Employer contribution / active EE | $233 | $6,275-96.3% | $5,445-95.7% | $4,876-95.2% |
| Participant deferral / active EE | $10,694 | $7,271+47.1% | $6,569+62.8% | $5,439+96.6% |
| Admin fee / account holder | $10,094 | $13,799-26.9% | $11,283-10.5% | $10,885-7.3% |