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 | $170,605 | $165,984+2.8% | $164,813+3.5% | $145,922+16.9% |
| Participation rate | 76.5% | 82.0%-5.5pp | 78.6%-2.1pp | 80.3%-3.8pp |
| Annual return | 19.10% | 100.03%-80.9pp | 69.93%-50.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,465 | $6,959-21.5% | $6,031-9.4% | $6,688-18.3% |
| Admin fee / account holder | $2,623 | $16,648-84.2% | $12,690-79.3% | $13,397-80.4% |