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 | $138,030 | $133,922+3.1% | $116,228+18.8% | $142,382-3.1% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 14.95% | 147.76%-132.8pp | 90.06%-75.1pp | 217.08%-202.1pp |
| Employer contribution / active EE | $327 | $3,446-90.5% | $2,994-89.1% | $4,299-92.4% |
| Participant deferral / active EE | $6,531 | $5,672+15.1% | $4,953+31.9% | $6,507+0.4% |
| Admin fee / account holder | $27,829 | $14,945+86.2% | $11,989+132.1% | $12,624+120.4% |