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 | $103,485 | $183,963-43.7% | $162,163-36.2% | $152,861-32.3% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 23.51% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,259 | $6,371-80.2% | $5,614-77.6% | $4,762-73.6% |
| Participant deferral / active EE | $8,066 | $8,034+0.4% | $7,298+10.5% | $5,850+37.9% |
| Admin fee / account holder | $1,293 | $13,121-90.1% | $10,843-88.1% | $11,596-88.8% |