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 | $106,154 | $65,365+62.4% | $92,893+14.3% | $72,985+45.4% |
| Participation rate | 82.4% | 68.3%+14.0pp | 76.0%+6.3pp | 69.5%+12.9pp |
| Annual return | 23.62% | 42.10%-18.5pp | 109.41%-85.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $560 | $2,594-78.4% | $3,653-84.7% | $2,440-77.0% |
| Participant deferral / active EE | $2,789 | $3,128-10.8% | $4,236-34.2% | $3,607-22.7% |
| Admin fee / account holder | $1,912 | $4,251-55.0% | $5,794-67.0% | $5,124-62.7% |