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 | $218,149 | $175,202+24.5% | $149,673+45.8% | $139,434+56.5% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 20.36% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $827 | $5,474-84.9% | $4,818-82.8% | $4,751-82.6% |
| Participant deferral / active EE | $6,280 | $6,519-3.7% | $5,680+10.6% | $6,710-6.4% |
| Admin fee / account holder | $1,574 | $16,150-90.3% | $13,210-88.1% | $11,403-86.2% |