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 | $142,607 | $114,381+24.7% | $107,525+32.6% | $142,382+0.2% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.1%-4.5pp | 80.1%-9.5pp |
| Annual return | 12.92% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $523 | $4,015-87.0% | $3,754-86.1% | $4,299-87.8% |
| Participant deferral / active EE | $3,147 | $5,564-43.4% | $5,116-38.5% | $6,507-51.6% |
| Admin fee / account holder | $59,809 | $9,860+506.6% | $8,919+570.6% | $12,624+373.8% |