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 | $139,721 | $107,334+30.2% | $92,893+50.4% | $152,861-8.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 21.46% | 145.58%-124.1pp | 109.41%-87.9pp | 345.32%-323.9pp |
| Employer contribution / active EE | $354 | $4,221-91.6% | $3,653-90.3% | $4,762-92.6% |
| Participant deferral / active EE | $6,692 | $4,845+38.1% | $4,236+58.0% | $5,850+14.4% |
| Admin fee / account holder | $904 | $7,079-87.2% | $5,794-84.4% | $11,596-92.2% |