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 | $150,755 | $198,466-24.0% | $170,442-11.6% | $147,584+2.1% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 15.99% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $245 | $6,184-96.0% | $5,433-95.5% | $4,876-95.0% |
| Participant deferral / active EE | $3,831 | $5,629-32.0% | $4,939-22.4% | $5,439-29.6% |
| Admin fee / account holder | $17,219 | $16,852+2.2% | $13,880+24.1% | $10,885+58.2% |