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 | $192,949 | $228,332-15.5% | $185,823+3.8% | $158,922+21.4% |
| Participation rate | 90.5% | 82.3%+8.2pp | 78.0%+12.4pp | 82.0%+8.5pp |
| Annual return | 13.86% | 40.80%-26.9pp | 35.95%-22.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,345 | $6,415+108.0% | $5,632+136.9% | $5,982+123.1% |
| Admin fee / account holder | $16,661 | $11,864+40.4% | $9,500+75.4% | $11,246+48.2% |