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 | $138,956 | $183,519-24.3% | $155,509-10.6% | $145,922-4.8% |
| Participation rate | 78.3% | 82.7%-4.4pp | 78.2%+0.1pp | 80.3%-2.0pp |
| Annual return | 14.98% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $806 | $5,313-84.8% | $4,672-82.7% | $4,660-82.7% |
| Participant deferral / active EE | $7,523 | $6,462+16.4% | $5,626+33.7% | $6,688+12.5% |
| Admin fee / account holder | $1,224 | $19,313-93.7% | $15,912-92.3% | $13,397-90.9% |