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 | $142,771 | $159,602-10.5% | $150,045-4.8% | $142,382+0.3% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 15.31% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $27 | $4,961-99.5% | $4,693-99.4% | $4,299-99.4% |
| Participant deferral / active EE | $10,395 | $8,310+25.1% | $7,997+30.0% | $6,507+59.7% |
| Admin fee / account holder | $1,177 | $14,846-92.1% | $13,435-91.2% | $12,624-90.7% |