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 | $119,606 | $89,753+33.3% | $107,525+11.2% | $84,808+41.0% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 16.18% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $191 | $3,113-93.9% | $3,754-94.9% | $2,631-92.7% |
| Participant deferral / active EE | $1,913 | $4,056-52.8% | $5,116-62.6% | $4,212-54.6% |
| Admin fee / account holder | $8,710 | $7,222+20.6% | $8,919-2.3% | $7,344+18.6% |