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 | $180,820 | $209,411-13.7% | $178,490+1.3% | $158,922+13.8% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 14.78% | 188.75%-174.0pp | 151.07%-136.3pp | 302.83%-288.0pp |
| Employer contribution / active EE | $194 | $5,706-96.6% | $5,011-96.1% | $4,761-95.9% |
| Participant deferral / active EE | $3,593 | $5,954-39.7% | $5,202-30.9% | $5,982-39.9% |
| Admin fee / account holder | $1,609 | $17,074-90.6% | $13,984-88.5% | $11,246-85.7% |