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 | $150,849 | $155,788-3.2% | $124,672+21.0% | $167,490-9.9% |
| Participation rate | 77.8% | 81.1%-3.3pp | 74.6%+3.2pp | 82.1%-4.3pp |
| Annual return | 10.34% | 17.97%-7.6pp | 5142.93%-5132.6pp | 478.56%-468.2pp |
| Employer contribution / active EE | $639 | $4,163-84.7% | $3,324-80.8% | $4,837-86.8% |
| Participant deferral / active EE | $4,046 | $5,673-28.7% | $4,614-12.3% | $6,341-36.2% |
| Admin fee / account holder | $9,088 | $9,531-4.6% | $7,493+21.3% | $12,309-26.2% |