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 | $224,645 | $175,202+28.2% | $149,673+50.1% | $139,434+61.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.21% | 166.71%-137.5pp | 134.42%-105.2pp | 372.94%-343.7pp |
| Employer contribution / active EE | $654 | $5,474-88.1% | $4,818-86.4% | $4,751-86.2% |
| Participant deferral / active EE | $4,468 | $6,519-31.5% | $5,680-21.3% | $6,710-33.4% |
| Admin fee / account holder | $55,412 | $16,150+243.1% | $13,210+319.5% | $11,403+386.0% |