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 | $248,701 | $202,318+22.9% | $172,739+44.0% | $152,861+62.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 25.53% | 1029.65%-1004.1pp | 802.84%-777.3pp | 345.32%-319.8pp |
| Employer contribution / active EE | $995 | $5,856-83.0% | $5,143-80.7% | $4,762-79.1% |
| Participant deferral / active EE | $6,924 | $5,948+16.4% | $5,198+33.2% | $5,850+18.4% |
| Admin fee / account holder | $1,951 | $17,109-88.6% | $13,954-86.0% | $11,596-83.2% |