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 | $139,661 | $114,381+22.1% | $107,525+29.9% | $142,382-1.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 14.98% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $514 | $4,015-87.2% | $3,754-86.3% | $4,299-88.0% |
| Participant deferral / active EE | $11,480 | $5,564+106.3% | $5,116+124.4% | $6,507+76.4% |
| Admin fee / account holder | $157,810 | $9,860+1500.5% | $8,919+1669.4% | $12,624+1150.1% |