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 | $133,260 | $198,466-32.9% | $170,442-21.8% | $147,584-9.7% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 14.79% | 257.29%-242.5pp | 205.93%-191.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $644 | $6,184-89.6% | $5,433-88.1% | $4,876-86.8% |
| Participant deferral / active EE | $4,000 | $5,629-28.9% | $4,939-19.0% | $5,439-26.5% |
| Admin fee / account holder | $11,643 | $16,852-30.9% | $13,880-16.1% | $10,885+7.0% |