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 | $156,958 | $114,381+37.2% | $107,525+46.0% | $142,382+10.2% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 11.93% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3 | $4,015-99.9% | $3,754-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $7,657 | $5,564+37.6% | $5,116+49.7% | $6,507+17.7% |
| Admin fee / account holder | $2,200 | $9,860-77.7% | $8,919-75.3% | $12,624-82.6% |