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 | $218,143 | $117,841+85.1% | $102,423+113.0% | $145,922+49.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 16.22% | 31.65%-15.4pp | 29.32%-13.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $711 | $3,615-80.3% | $3,023-76.5% | $4,660-84.7% |
| Participant deferral / active EE | $7,111 | $5,731+24.1% | $5,053+40.7% | $6,688+6.3% |
| Admin fee / account holder | $6,624 | $13,326-50.3% | $9,451-29.9% | $13,397-50.6% |