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 | $186,254 | $102,317+82.0% | $146,958+26.7% | $80,856+130.4% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 13.51% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $484 | $3,713-87.0% | $4,933-90.2% | $2,755-82.4% |
| Participant deferral / active EE | $7,092 | $6,644+6.7% | $8,070-12.1% | $4,296+65.1% |
| Admin fee / account holder | $23,312 | $7,941+193.6% | $12,998+79.3% | $6,918+237.0% |