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 | $183,997 | $77,145+138.5% | $108,410+69.7% | $85,850+114.3% |
| Participation rate | 90.9% | 74.7%+16.2pp | 80.1%+10.8pp | 69.3%+21.6pp |
| Annual return | 29.69% | 44.54%-14.9pp | 905.27%-875.6pp | 318.53%-288.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,486 | $5,566-1.4% | $6,563-16.4% | $3,952+38.8% |
| Admin fee / account holder | $2,424 | $5,172-53.1% | $7,295-66.8% | $6,260-61.3% |