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 7-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 | $244,940 | $185,822+31.8% | $169,993+44.1% | $139,434+75.7% |
| Participation rate | 91.3% | 87.8%+3.5pp | 87.0%+4.3pp | 80.3%+11.0pp |
| Annual return | 18.34% | 60.50%-42.2pp | 53.37%-35.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,135 | $7,590-85.1% | $6,785-83.3% | $4,751-76.1% |
| Participant deferral / active EE | $17,194 | $11,622+47.9% | $10,408+65.2% | $6,710+156.2% |
| Admin fee / account holder | $331 | $15,381-97.9% | $12,815-97.4% | $11,403-97.1% |