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 | $206,333 | $159,901+29.0% | $146,958+40.4% | $145,922+41.4% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 21.79% | 98.13%-76.3pp | 418.34%-396.6pp | 561.29%-539.5pp |
| Employer contribution / active EE | $924 | $5,286-82.5% | $4,933-81.3% | $4,660-80.2% |
| Participant deferral / active EE | $5,526 | $8,428-34.4% | $8,070-31.5% | $6,688-17.4% |
| Admin fee / account holder | $16,828 | $15,044+11.9% | $12,998+29.5% | $13,397+25.6% |