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 | $203,733 | $89,753+127.0% | $107,525+89.5% | $84,808+140.2% |
| Participation rate | 81.4% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.1pp |
| Annual return | 76.31% | 29.48%+46.8pp | 181.32%-105.0pp | 40.90%+35.4pp |
| Employer contribution / active EE | $652 | $3,113-79.1% | $3,754-82.6% | $2,631-75.2% |
| Participant deferral / active EE | $7,972 | $4,056+96.6% | $5,116+55.8% | $4,212+89.3% |
| Admin fee / account holder | $14,634 | $7,222+102.6% | $8,919+64.1% | $7,344+99.3% |