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 | $186,633 | $209,411-10.9% | $178,490+4.6% | $158,922+17.4% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.29% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,128 | $5,706-80.2% | $5,011-77.5% | $4,761-76.3% |
| Participant deferral / active EE | $4,198 | $5,954-29.5% | $5,202-19.3% | $5,982-29.8% |
| Admin fee / account holder | $806 | $17,074-95.3% | $13,984-94.2% | $11,246-92.8% |