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 | $121,208 | $159,901-24.2% | $146,958-17.5% | $145,922-16.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 13.99% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $614 | $5,286-88.4% | $4,933-87.6% | $4,660-86.8% |
| Participant deferral / active EE | $7,513 | $8,428-10.9% | $8,070-6.9% | $6,688+12.3% |
| Admin fee / account holder | $20,294 | $15,044+34.9% | $12,998+56.1% | $13,397+51.5% |