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 | $140,851 | $183,519-23.3% | $155,509-9.4% | $145,922-3.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.05% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $949 | $5,313-82.1% | $4,672-79.7% | $4,660-79.6% |
| Participant deferral / active EE | $6,904 | $6,462+6.8% | $5,626+22.7% | $6,688+3.2% |
| Admin fee / account holder | $4,703 | $19,313-75.6% | $15,912-70.4% | $13,397-64.9% |