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 | $153,278 | $105,181+45.7% | $159,436-3.9% | $85,850+78.5% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.8%+2.0pp | 69.3%+15.5pp |
| Annual return | 13.11% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,440 | $5,945+58.8% | $7,352+28.4% | $3,952+138.9% |
| Admin fee / account holder | $20,231 | $6,933+191.8% | $10,799+87.3% | $6,260+223.2% |