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 | $125,283 | $106,515+17.6% | $96,683+29.6% | $139,434-10.1% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 20.14% | 38.43%-18.3pp | 35.69%-15.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $401 | $4,103-90.2% | $3,737-89.3% | $4,751-91.6% |
| Participant deferral / active EE | $2,046 | $5,454-62.5% | $4,878-58.1% | $6,710-69.5% |
| Admin fee / account holder | $30,055 | $7,877+281.6% | $6,730+346.6% | $11,403+163.6% |