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 | $175,987 | $157,256+11.9% | $141,162+24.7% | $152,861+15.1% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 24.60% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $222 | $5,261-95.8% | $4,735-95.3% | $4,762-95.3% |
| Participant deferral / active EE | $4,516 | $7,109-36.5% | $6,709-32.7% | $5,850-22.8% |
| Admin fee / account holder | $593 | $12,120-95.1% | $10,261-94.2% | $11,596-94.9% |