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 | $195,244 | $117,841+65.7% | $102,423+90.6% | $145,922+33.8% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-6.9pp |
| Annual return | 8.98% | 31.65%-22.7pp | 29.32%-20.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $655 | $3,615-81.9% | $3,023-78.3% | $4,660-85.9% |
| Participant deferral / active EE | $6,638 | $5,731+15.8% | $5,053+31.4% | $6,688-0.7% |
| Admin fee / account holder | $33,792 | $13,326+153.6% | $9,451+257.6% | $13,397+152.2% |