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 | $131,488 | $105,931+24.1% | $81,930+60.5% | $158,922-17.3% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.0%+18.9pp | 82.0%+9.0pp |
| Annual return | 8.07% | 38.17%-30.1pp | 29.49%-21.4pp | 302.83%-294.8pp |
| Employer contribution / active EE | $145 | $7,800-98.1% | $4,310-96.6% | $4,761-96.9% |
| Participant deferral / active EE | $5,898 | $13,003-54.6% | $7,107-17.0% | $5,982-1.4% |
| Admin fee / account holder | $4,039 | $8,489-52.4% | $5,158-21.7% | $11,246-64.1% |