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 | $162,843 | $152,587+6.7% | $125,175+30.1% | $152,861+6.5% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.4%+10.4pp |
| Annual return | 20.39% | 54.84%-34.4pp | 43.79%-23.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $603 | $4,946-87.8% | $3,865-84.4% | $4,762-87.3% |
| Participant deferral / active EE | $3,627 | $5,868-38.2% | $4,937-26.5% | $5,850-38.0% |
| Admin fee / account holder | $7,357 | $13,434-45.2% | $9,702-24.2% | $11,596-36.6% |