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 | $201,824 | $176,056+14.6% | $159,436+26.6% | $167,490+20.5% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 11.16% | 331.75%-320.6pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $504 | $5,297-90.5% | $4,829-89.6% | $4,837-89.6% |
| Participant deferral / active EE | $9,105 | $7,750+17.5% | $7,352+23.8% | $6,341+43.6% |
| Admin fee / account holder | $27,821 | $12,554+121.6% | $10,799+157.6% | $12,309+126.0% |