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 | $134,496 | $68,346+96.8% | $94,646+42.1% | $75,163+78.9% |
| Participation rate | 79.4% | 76.1%+3.3pp | 80.8%-1.4pp | 67.2%+12.2pp |
| Annual return | 18.98% | 616.93%-598.0pp | 156.71%-137.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $355 | $2,701-86.9% | $3,672-90.3% | $2,670-86.7% |
| Participant deferral / active EE | $3,812 | $6,537-41.7% | $7,418-48.6% | $4,125-7.6% |
| Admin fee / account holder | $9,143 | $5,326+71.7% | $7,231+26.5% | $5,651+61.8% |