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 | $237,962 | $175,202+35.8% | $149,673+59.0% | $139,434+70.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.26% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $844 | $5,474-84.6% | $4,818-82.5% | $4,751-82.2% |
| Participant deferral / active EE | $8,812 | $6,519+35.2% | $5,680+55.1% | $6,710+31.3% |
| Admin fee / account holder | $8,180 | $16,150-49.4% | $13,210-38.1% | $11,403-28.3% |