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 | $163,993 | $150,440+9.0% | $136,294+20.3% | $147,584+11.1% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 21.01% | 1049.08%-1028.1pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $724 | $5,256-86.2% | $4,695-84.6% | $4,876-85.2% |
| Participant deferral / active EE | $4,655 | $6,630-29.8% | $6,247-25.5% | $5,439-14.4% |
| Admin fee / account holder | $7,366 | $10,905-32.5% | $9,243-20.3% | $10,885-32.3% |