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 | $162,508 | $124,281+30.8% | $109,143+48.9% | $167,490-3.0% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 20.10% | 26.04%-5.9pp | 25.75%-5.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $507 | $4,207-87.9% | $3,722-86.4% | $4,837-89.5% |
| Participant deferral / active EE | $4,106 | $5,255-21.9% | $4,653-11.8% | $6,341-35.2% |
| Admin fee / account holder | $2,384 | $7,970-70.1% | $6,752-64.7% | $12,309-80.6% |