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 | $153,955 | $112,881+36.4% | $90,951+69.3% | $158,922-3.1% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 12.19% | 215.79%-203.6pp | 134.60%-122.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,134 | $4,128-24.1% | $3,373-7.1% | $5,982-47.6% |
| Admin fee / account holder | $1,462 | $8,041-81.8% | $5,959-75.5% | $11,246-87.0% |