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 | $194,728 | $217,402-10.4% | $185,823+4.8% | $167,490+16.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.78% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $109 | $5,873-98.1% | $5,167-97.9% | $4,837-97.8% |
| Participant deferral / active EE | $7,731 | $6,356+21.6% | $5,568+38.9% | $6,341+21.9% |
| Admin fee / account holder | $14,077 | $19,811-28.9% | $16,237-13.3% | $12,309+14.4% |