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 | $237,427 | $175,202+35.5% | $149,673+58.6% | $139,434+70.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 16.42% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $274 | $5,474-95.0% | $4,818-94.3% | $4,751-94.2% |
| Participant deferral / active EE | $16,484 | $6,519+152.9% | $5,680+190.2% | $6,710+145.7% |
| Admin fee / account holder | $6,216 | $16,150-61.5% | $13,210-52.9% | $11,403-45.5% |