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 | $208,596 | $112,096+86.1% | $95,952+117.4% | $158,922+31.3% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 15.65% | 171.09%-155.4pp | 91.61%-76.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $623 | $3,198-80.5% | $2,541-75.5% | $4,761-86.9% |
| Participant deferral / active EE | $5,897 | $4,784+23.3% | $4,167+41.5% | $5,982-1.4% |
| Admin fee / account holder | $52,669 | $10,130+419.9% | $6,795+675.1% | $11,246+368.4% |