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 7-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 | $148,510 | $162,781-8.8% | $133,956+10.9% | $158,922-6.6% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 15.10% | 41.94%-26.8pp | 45.09%-30.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $696 | $4,975-86.0% | $3,919-82.2% | $4,761-85.4% |
| Participant deferral / active EE | $3,299 | $5,911-44.2% | $5,048-34.7% | $5,982-44.9% |
| Admin fee / account holder | $10,224 | $11,736-12.9% | $8,927+14.5% | $11,246-9.1% |