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 | $133,712 | $157,256-15.0% | $141,162-5.3% | $152,861-12.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 27.10% | 64.32%-37.2pp | 71.39%-44.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $303 | $5,261-94.2% | $4,735-93.6% | $4,762-93.6% |
| Participant deferral / active EE | $9,872 | $7,109+38.9% | $6,709+47.1% | $5,850+68.7% |
| Admin fee / account holder | $8,703 | $12,120-28.2% | $10,261-15.2% | $11,596-25.0% |