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 | $128,907 | $56,053+130.0% | $75,972+69.7% | $80,856+59.4% |
| Participation rate | 80.3% | 62.0%+18.3pp | 69.1%+11.3pp | 67.6%+12.7pp |
| Annual return | 20.76% | 20.53%+0.2pp | 359.55%-338.8pp | 35.59%-14.8pp |
| Employer contribution / active EE | $351 | $1,874-81.3% | $2,685-86.9% | $2,755-87.2% |
| Participant deferral / active EE | $3,672 | $3,052+20.3% | $4,255-13.7% | $4,296-14.5% |
| Admin fee / account holder | $12,070 | $5,234+130.6% | $6,467+86.7% | $6,918+74.5% |