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 | $242,979 | $102,317+137.5% | $146,958+65.3% | $80,856+200.5% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.2%-2.6pp | 67.6%+11.9pp |
| Annual return | 14.41% | 134.76%-120.4pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $775 | $3,713-79.1% | $4,933-84.3% | $2,755-71.9% |
| Participant deferral / active EE | $6,965 | $6,644+4.8% | $8,070-13.7% | $4,296+62.1% |
| Admin fee / account holder | $11,538 | $7,941+45.3% | $12,998-11.2% | $6,918+66.8% |