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 | $201,840 | $99,985+101.9% | $146,665+37.6% | $85,850+135.1% |
| Participation rate | 71.4% | 73.1%-1.6pp | 80.1%-8.6pp | 69.3%+2.1pp |
| Annual return | 14.45% | 18.93%-4.5pp | 22.74%-8.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $521 | $2,559-79.6% | $4,136-87.4% | $2,565-79.7% |
| Participant deferral / active EE | $3,021 | $4,006-24.6% | $5,506-45.1% | $3,952-23.6% |
| Admin fee / account holder | $27,736 | $7,702+260.1% | $10,280+169.8% | $6,260+343.1% |