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 | $157,443 | $177,572-11.3% | $154,803+1.7% | $142,382+10.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.99% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $794 | $4,810-83.5% | $4,305-81.6% | $4,299-81.5% |
| Participant deferral / active EE | $1,859 | $6,272-70.4% | $5,540-66.4% | $6,507-71.4% |
| Admin fee / account holder | $20,895 | $16,786+24.5% | $14,329+45.8% | $12,624+65.5% |