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 | $132,147 | $226,064-41.5% | $182,532-27.6% | $152,861-13.6% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.0%+17.0pp | 82.4%+12.6pp |
| Annual return | 10.12% | 192.51%-182.4pp | 148.54%-138.4pp | 345.32%-335.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,119 | $6,368-19.6% | $5,524-7.3% | $5,850-12.5% |
| Admin fee / account holder | $2,741 | $10,703-74.4% | $8,592-68.1% | $11,596-76.4% |