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 | $239,621 | $176,056+36.1% | $159,436+50.3% | $167,490+43.1% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.14% | 331.75%-317.6pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $822 | $5,297-84.5% | $4,829-83.0% | $4,837-83.0% |
| Participant deferral / active EE | $10,534 | $7,750+35.9% | $7,352+43.3% | $6,341+66.1% |
| Admin fee / account holder | $33,007 | $12,554+162.9% | $10,799+205.7% | $12,309+168.2% |