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 | $140,534 | $127,065+10.6% | $113,168+24.2% | $142,382-1.3% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 14.76% | 24.03%-9.3pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $381 | $3,442-88.9% | $2,975-87.2% | $4,299-91.1% |
| Participant deferral / active EE | $4,131 | $5,716-27.7% | $5,107-19.1% | $6,507-36.5% |
| Admin fee / account holder | $4,354 | $15,736-72.3% | $12,068-63.9% | $12,624-65.5% |