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 | $164,279 | $93,373+75.9% | $152,466+7.7% | $85,850+91.4% |
| Participation rate | 75.0% | 70.1%+4.9pp | 78.2%-3.2pp | 69.3%+5.7pp |
| Annual return | 12.79% | 21.84%-9.1pp | 757.33%-744.5pp | 318.53%-305.7pp |
| Employer contribution / active EE | $0 | $2,996-100.0% | $4,327-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,309 | $4,550-27.3% | $5,820-43.2% | $3,952-16.3% |
| Admin fee / account holder | $16,268 | $13,853+17.4% | $15,805+2.9% | $6,260+159.9% |