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 9-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 | $126,497 | $105,998+19.3% | $92,233+37.1% | $147,584-14.3% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 19.45% | 50.05%-30.6pp | 176.28%-156.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $270 | $4,333-93.8% | $3,679-92.7% | $4,876-94.5% |
| Participant deferral / active EE | $4,044 | $4,478-9.7% | $3,897+3.8% | $5,439-25.6% |
| Admin fee / account holder | $1,200 | $6,332-81.1% | $5,194-76.9% | $10,885-89.0% |