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 | $147,700 | $209,411-29.5% | $178,490-17.2% | $158,922-7.1% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 11.74% | 188.75%-177.0pp | 151.07%-139.3pp | 302.83%-291.1pp |
| Employer contribution / active EE | $650 | $5,706-88.6% | $5,011-87.0% | $4,761-86.3% |
| Participant deferral / active EE | $2,690 | $5,954-54.8% | $5,202-48.3% | $5,982-55.0% |
| Admin fee / account holder | $13,252 | $17,074-22.4% | $13,984-5.2% | $11,246+17.8% |