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 | $147,004 | $154,117-4.6% | $129,995+13.1% | $139,434+5.4% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 15.19% | 32.48%-17.3pp | -137.18%+152.4pp | 372.94%-357.8pp |
| Employer contribution / active EE | $743 | $5,289-85.9% | $4,320-82.8% | $4,751-84.4% |
| Participant deferral / active EE | $5,392 | $6,710-19.6% | $5,820-7.3% | $6,710-19.6% |
| Admin fee / account holder | $359 | $14,007-97.4% | $10,614-96.6% | $11,403-96.9% |