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 | $135,197 | $133,922+1.0% | $116,228+16.3% | $142,382-5.0% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 16.88% | 147.76%-130.9pp | 90.06%-73.2pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6 | $3,446-99.8% | $2,994-99.8% | $4,299-99.9% |
| Participant deferral / active EE | $8,434 | $5,672+48.7% | $4,953+70.3% | $6,507+29.6% |
| Admin fee / account holder | $19,461 | $14,945+30.2% | $11,989+62.3% | $12,624+54.2% |