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 | $187,254 | $209,411-10.6% | $178,490+4.9% | $158,922+17.8% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 14.96% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $514 | $5,706-91.0% | $5,011-89.7% | $4,761-89.2% |
| Participant deferral / active EE | $8,910 | $5,954+49.6% | $5,202+71.3% | $5,982+48.9% |
| Admin fee / account holder | $11,232 | $17,074-34.2% | $13,984-19.7% | $11,246-0.1% |