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 | $182,513 | $198,466-8.0% | $170,442+7.1% | $147,584+23.7% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 15.86% | 257.29%-241.4pp | 205.93%-190.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,056 | $6,184-82.9% | $5,433-80.6% | $4,876-78.3% |
| Participant deferral / active EE | $2,699 | $5,629-52.0% | $4,939-45.4% | $5,439-50.4% |
| Admin fee / account holder | $7,615 | $16,852-54.8% | $13,880-45.1% | $10,885-30.0% |