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 | $199,770 | $210,648-5.2% | $177,989+12.2% | $145,922+36.9% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 22.32% | 385.86%-363.5pp | 294.48%-272.2pp | 561.29%-539.0pp |
| Employer contribution / active EE | $331 | $4,565-92.8% | $3,949-91.6% | $4,660-92.9% |
| Participant deferral / active EE | $3,307 | $6,958-52.5% | $6,276-47.3% | $6,688-50.6% |
| Admin fee / account holder | $600 | $12,013-95.0% | $10,363-94.2% | $13,397-95.5% |