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 | $174,210 | $165,335+5.4% | $149,696+16.4% | $158,922+9.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.59% | 348.15%-329.6pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $767 | $5,103-85.0% | $4,644-83.5% | $4,761-83.9% |
| Participant deferral / active EE | $5,000 | $7,181-30.4% | $6,842-26.9% | $5,982-16.4% |
| Admin fee / account holder | $1,914 | $10,807-82.3% | $9,309-79.4% | $11,246-83.0% |