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 | $110,951 | $86,286+28.6% | $111,297-0.3% | $85,850+29.2% |
| Participation rate | 83.9% | 73.3%+10.5pp | 77.3%+6.6pp | 69.3%+14.6pp |
| Annual return | 17.15% | 19.99%-2.8pp | 54.65%-37.5pp | 318.53%-301.4pp |
| Employer contribution / active EE | $148 | $2,043-92.8% | $2,731-94.6% | $2,565-94.2% |
| Participant deferral / active EE | $2,427 | $3,641-33.3% | $4,487-45.9% | $3,952-38.6% |
| Admin fee / account holder | $3,573 | $8,188-56.4% | $7,964-55.1% | $6,260-42.9% |