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 | $125,061 | $165,335-24.4% | $149,696-16.5% | $158,922-21.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 15.20% | 348.15%-332.9pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $159 | $5,103-96.9% | $4,644-96.6% | $4,761-96.7% |
| Participant deferral / active EE | $8,795 | $7,181+22.5% | $6,842+28.5% | $5,982+47.0% |
| Admin fee / account holder | $13,455 | $10,807+24.5% | $9,309+44.5% | $11,246+19.6% |