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 | $179,268 | $176,812+1.4% | $146,665+22.2% | $167,490+7.0% |
| Participation rate | 70.8% | 83.6%-12.8pp | 80.1%-9.2pp | 82.1%-11.3pp |
| Annual return | 15.42% | 24.03%-8.6pp | 22.74%-7.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,619 | $6,440-43.8% | $5,506-34.3% | $6,341-42.9% |
| Admin fee / account holder | $13,529 | $13,259+2.0% | $10,280+31.6% | $12,309+9.9% |