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 | $145,097 | $159,602-9.1% | $150,045-3.3% | $142,382+1.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 15.37% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $61 | $4,961-98.8% | $4,693-98.7% | $4,299-98.6% |
| Participant deferral / active EE | $8,097 | $8,310-2.6% | $7,997+1.3% | $6,507+24.4% |
| Admin fee / account holder | $3,839 | $14,846-74.1% | $13,435-71.4% | $12,624-69.6% |