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 | $143,191 | $165,984-13.7% | $164,813-13.1% | $145,922-1.9% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 24.27% | 100.03%-75.8pp | 69.93%-45.7pp | 561.29%-537.0pp |
| Employer contribution / active EE | $521 | $5,273-90.1% | $4,341-88.0% | $4,660-88.8% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $430 | $16,648-97.4% | $12,690-96.6% | $13,397-96.8% |