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 | $173,377 | $102,317+69.5% | $146,958+18.0% | $80,856+114.4% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 15.58% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $701 | $3,713-81.1% | $4,933-85.8% | $2,755-74.6% |
| Participant deferral / active EE | $14,713 | $6,644+121.5% | $8,070+82.3% | $4,296+242.5% |
| Admin fee / account holder | $25,843 | $7,941+225.4% | $12,998+98.8% | $6,918+273.6% |