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 | $167,871 | $150,440+11.6% | $136,294+23.2% | $147,584+13.7% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 20.50% | 1049.08%-1028.6pp | 5155.94%-5135.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $736 | $5,256-86.0% | $4,695-84.3% | $4,876-84.9% |
| Participant deferral / active EE | $3,945 | $6,630-40.5% | $6,247-36.9% | $5,439-27.5% |
| Admin fee / account holder | $14,406 | $10,905+32.1% | $9,243+55.9% | $10,885+32.3% |