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 | $217,805 | $155,788+39.8% | $124,672+74.7% | $167,490+30.0% |
| Participation rate | 94.1% | 81.1%+13.0pp | 74.6%+19.5pp | 82.1%+12.0pp |
| Annual return | 20.15% | 17.97%+2.2pp | 5142.93%-5122.8pp | 478.56%-458.4pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,630 | $5,673+16.9% | $4,614+43.7% | $6,341+4.6% |
| Admin fee / account holder | $36,915 | $9,531+287.3% | $7,493+392.7% | $12,309+199.9% |