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 | $119,947 | $226,064-46.9% | $182,532-34.3% | $152,861-21.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 19.69% | 192.51%-172.8pp | 148.54%-128.9pp | 345.32%-325.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,286 | $6,368-64.1% | $5,524-58.6% | $5,850-60.9% |
| Admin fee / account holder | $4,096 | $10,703-61.7% | $8,592-52.3% | $11,596-64.7% |