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 | $127,419 | $91,552+39.2% | $133,956-4.9% | $79,858+59.6% |
| Participation rate | 70.4% | 73.3%-3.0pp | 79.8%-9.5pp | 69.6%+0.7pp |
| Annual return | 13.46% | 61.85%-48.4pp | 45.09%-31.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $330 | $2,384-86.1% | $3,919-91.6% | $2,471-86.6% |
| Participant deferral / active EE | $5,639 | $3,733+51.0% | $5,048+11.7% | $3,740+50.8% |
| Admin fee / account holder | $4,992 | $6,321-21.0% | $8,927-44.1% | $5,306-5.9% |