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 | $179,697 | $127,386+41.1% | $115,037+56.2% | $125,391+43.3% |
| Participation rate | 94.7% | 84.2%+10.6pp | 81.4%+13.4pp | 83.2%+11.5pp |
| Annual return | -1.48% | 31.28%-32.8pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $521 | $5,166-89.9% | $4,608-88.7% | $4,866-89.3% |
| Participant deferral / active EE | $6,628 | $6,423+3.2% | $6,026+10.0% | $5,352+23.8% |
| Admin fee / account holder | $1,371 | $9,516-85.6% | $8,175-83.2% | $9,540-85.6% |