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 | $191,686 | $110,257+73.9% | $96,544+98.5% | $139,434+37.5% |
| Participation rate | 86.4% | 78.1%+8.3pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 14.57% | 26.32%-11.7pp | 25.84%-11.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $712 | $3,620-80.3% | $2,965-76.0% | $4,751-85.0% |
| Participant deferral / active EE | $3,823 | $5,548-31.1% | $4,851-21.2% | $6,710-43.0% |
| Admin fee / account holder | $4,851 | $11,591-58.2% | $8,252-41.2% | $11,403-57.5% |