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 | $155,817 | $114,381+36.2% | $107,525+44.9% | $142,382+9.4% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 15.00% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $380 | $4,015-90.5% | $3,754-89.9% | $4,299-91.2% |
| Participant deferral / active EE | $1,886 | $5,564-66.1% | $5,116-63.1% | $6,507-71.0% |
| Admin fee / account holder | $3,404 | $9,860-65.5% | $8,919-61.8% | $12,624-73.0% |