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 | $196,745 | $157,256+25.1% | $141,162+39.4% | $152,861+28.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 26.15% | 64.32%-38.2pp | 71.39%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $669 | $5,261-87.3% | $4,735-85.9% | $4,762-85.9% |
| Participant deferral / active EE | $5,227 | $7,109-26.5% | $6,709-22.1% | $5,850-10.7% |
| Admin fee / account holder | $2,121 | $12,120-82.5% | $10,261-79.3% | $11,596-81.7% |