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 | $113,551 | $148,534-23.6% | $135,903-16.4% | $139,434-18.6% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 17.42% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $725 | $5,243-86.2% | $4,856-85.1% | $4,751-84.7% |
| Participant deferral / active EE | $8,815 | $8,100+8.8% | $7,758+13.6% | $6,710+31.4% |
| Admin fee / account holder | $18,549 | $12,400+49.6% | $10,762+72.4% | $11,403+62.7% |