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 | $184,360 | $217,402-15.2% | $185,823-0.8% | $167,490+10.1% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 11.23% | 148.36%-137.1pp | 122.05%-110.8pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,027 | $5,873-82.5% | $5,167-80.1% | $4,837-78.8% |
| Participant deferral / active EE | $3,403 | $6,356-46.5% | $5,568-38.9% | $6,341-46.3% |
| Admin fee / account holder | $156,831 | $19,811+691.6% | $16,237+865.9% | $12,309+1174.1% |