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 | $171,387 | $198,466-13.6% | $170,442+0.6% | $147,584+16.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.86% | 257.29%-246.4pp | 205.93%-195.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $768 | $6,184-87.6% | $5,433-85.9% | $4,876-84.3% |
| Participant deferral / active EE | $13,988 | $5,629+148.5% | $4,939+183.2% | $5,439+157.2% |
| Admin fee / account holder | $1,002 | $16,852-94.1% | $13,880-92.8% | $10,885-90.8% |