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 | $132,762 | $157,256-15.6% | $141,162-6.0% | $152,861-13.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 22.81% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $650 | $5,261-87.6% | $4,735-86.3% | $4,762-86.3% |
| Participant deferral / active EE | $5,002 | $7,109-29.6% | $6,709-25.5% | $5,850-14.5% |
| Admin fee / account holder | $1,133 | $12,120-90.7% | $10,261-89.0% | $11,596-90.2% |