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 | $135,491 | $209,411-35.3% | $178,490-24.1% | $158,922-14.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 20.45% | 188.75%-168.3pp | 151.07%-130.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $967 | $5,706-83.1% | $5,011-80.7% | $4,761-79.7% |
| Participant deferral / active EE | $10,177 | $5,954+70.9% | $5,202+95.7% | $5,982+70.1% |
| Admin fee / account holder | $4,888 | $17,074-71.4% | $13,984-65.0% | $11,246-56.5% |