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 | $161,926 | $157,256+3.0% | $141,162+14.7% | $152,861+5.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.37% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $853 | $5,261-83.8% | $4,735-82.0% | $4,762-82.1% |
| Participant deferral / active EE | $6,833 | $7,109-3.9% | $6,709+1.9% | $5,850+16.8% |
| Admin fee / account holder | $1,114 | $12,120-90.8% | $10,261-89.1% | $11,596-90.4% |