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 | $189,690 | $112,096+69.2% | $95,952+97.7% | $158,922+19.4% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 7.23% | 171.09%-163.9pp | 91.61%-84.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $386 | $3,198-87.9% | $2,541-84.8% | $4,761-91.9% |
| Participant deferral / active EE | $4,103 | $4,784-14.2% | $4,167-1.5% | $5,982-31.4% |
| Admin fee / account holder | $40,763 | $10,130+302.4% | $6,795+499.9% | $11,246+262.5% |