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 | $102,533 | $126,574-19.0% | $106,213-3.5% | $145,922-29.7% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 28.63% | 224.79%-196.2pp | 116.14%-87.5pp | 561.29%-532.7pp |
| Employer contribution / active EE | $547 | $3,730-85.3% | $3,171-82.8% | $4,660-88.3% |
| Participant deferral / active EE | $3,646 | $5,724-36.3% | $5,016-27.3% | $6,688-45.5% |
| Admin fee / account holder | $16,934 | $17,304-2.1% | $11,033+53.5% | $13,397+26.4% |