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 | $161,023 | $165,984-3.0% | $164,813-2.3% | $145,922+10.3% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 13.01% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,441 | $6,959-50.6% | $6,031-43.0% | $6,688-48.5% |
| Admin fee / account holder | $4,452 | $16,648-73.3% | $12,690-64.9% | $13,397-66.8% |