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 | $177,567 | $198,466-10.5% | $170,442+4.2% | $147,584+20.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.14% | 257.29%-244.2pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $310 | $6,184-95.0% | $5,433-94.3% | $4,876-93.6% |
| Participant deferral / active EE | $8,116 | $5,629+44.2% | $4,939+64.3% | $5,439+49.2% |
| Admin fee / account holder | $1,565 | $16,852-90.7% | $13,880-88.7% | $10,885-85.6% |