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 | $183,262 | $179,726+2.0% | $156,263+17.3% | $142,382+28.7% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 15.57% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $872 | $5,069-82.8% | $4,333-79.9% | $4,299-79.7% |
| Participant deferral / active EE | $7,176 | $6,956+3.2% | $6,158+16.5% | $6,507+10.3% |
| Admin fee / account holder | $5,107 | $17,272-70.4% | $14,255-64.2% | $12,624-59.5% |