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 | $150,278 | $89,753+67.4% | $107,525+39.8% | $84,808+77.2% |
| Participation rate | 83.7% | 68.1%+15.7pp | 75.1%+8.6pp | 68.3%+15.4pp |
| Annual return | 13.60% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $481 | $3,113-84.6% | $3,754-87.2% | $2,631-81.7% |
| Participant deferral / active EE | $5,252 | $4,056+29.5% | $5,116+2.7% | $4,212+24.7% |
| Admin fee / account holder | $6,337 | $7,222-12.2% | $8,919-28.9% | $7,344-13.7% |