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 | $163,707 | $148,534+10.2% | $135,903+20.5% | $139,434+17.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.27% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $107 | $5,243-98.0% | $4,856-97.8% | $4,751-97.8% |
| Participant deferral / active EE | $13,242 | $8,100+63.5% | $7,758+70.7% | $6,710+97.3% |
| Admin fee / account holder | $1,921 | $12,400-84.5% | $10,762-82.2% | $11,403-83.2% |