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 | $168,294 | $197,591-14.8% | $177,821-5.4% | $158,922+5.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.19% | 58.76%-47.6pp | 48.32%-37.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $463 | $6,697-93.1% | $5,918-92.2% | $4,761-90.3% |
| Participant deferral / active EE | $4,173 | $8,405-50.3% | $7,714-45.9% | $5,982-30.2% |
| Admin fee / account holder | $2,435 | $15,399-84.2% | $12,427-80.4% | $11,246-78.4% |