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 | $213,153 | $165,335+28.9% | $149,696+42.4% | $158,922+34.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.01% | 348.15%-328.1pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $180 | $5,103-96.5% | $4,644-96.1% | $4,761-96.2% |
| Participant deferral / active EE | $7,447 | $7,181+3.7% | $6,842+8.8% | $5,982+24.5% |
| Admin fee / account holder | $1,419 | $10,807-86.9% | $9,309-84.8% | $11,246-87.4% |