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 | $115,525 | $85,766+34.7% | $136,294-15.2% | $70,131+64.7% |
| Participation rate | 77.5% | 74.2%+3.3pp | 81.9%-4.4pp | 69.5%+8.0pp |
| Annual return | 20.21% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $58 | $2,966-98.1% | $4,695-98.8% | $2,342-97.5% |
| Participant deferral / active EE | $3,223 | $5,051-36.2% | $6,247-48.4% | $3,332-3.3% |
| Admin fee / account holder | $1,198 | $5,420-77.9% | $9,243-87.0% | $4,645-74.2% |