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 | $131,992 | $217,402-39.3% | $185,823-29.0% | $167,490-21.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 12.94% | 148.36%-135.4pp | 122.05%-109.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,063 | $5,873-81.9% | $5,167-79.4% | $4,837-78.0% |
| Participant deferral / active EE | $7,238 | $6,356+13.9% | $5,568+30.0% | $6,341+14.1% |
| Admin fee / account holder | $1,193 | $19,811-94.0% | $16,237-92.7% | $12,309-90.3% |