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 | $141,140 | $114,381+23.4% | $107,525+31.3% | $142,382-0.9% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 15.46% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $666 | $4,015-83.4% | $3,754-82.3% | $4,299-84.5% |
| Participant deferral / active EE | $4,614 | $5,564-17.1% | $5,116-9.8% | $6,507-29.1% |
| Admin fee / account holder | $23,052 | $9,860+133.8% | $8,919+158.5% | $12,624+82.6% |