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 | $146,357 | $157,256-6.9% | $141,162+3.7% | $152,861-4.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 24.68% | 64.32%-39.6pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $100 | $5,261-98.1% | $4,735-97.9% | $4,762-97.9% |
| Participant deferral / active EE | $3,158 | $7,109-55.6% | $6,709-52.9% | $5,850-46.0% |
| Admin fee / account holder | $35,572 | $12,120+193.5% | $10,261+246.7% | $11,596+206.8% |