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 | $164,938 | $176,056-6.3% | $159,436+3.5% | $167,490-1.5% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 14.21% | 331.75%-317.5pp | 263.57%-249.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $779 | $5,297-85.3% | $4,829-83.9% | $4,837-83.9% |
| Participant deferral / active EE | $12,432 | $7,750+60.4% | $7,352+69.1% | $6,341+96.0% |
| Admin fee / account holder | $44,259 | $12,554+252.5% | $10,799+309.9% | $12,309+259.6% |