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 | $192,154 | $102,604+87.3% | $86,188+122.9% | $139,434+37.8% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 17.30% | 1922.51%-1905.2pp | 1168.45%-1151.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $218 | $3,032-92.8% | $2,380-90.9% | $4,751-95.4% |
| Participant deferral / active EE | $6,090 | $4,676+30.3% | $3,985+52.8% | $6,710-9.2% |
| Admin fee / account holder | $2,571 | $8,657-70.3% | $6,852-62.5% | $11,403-77.4% |