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 | $92,103 | $78,705+17.0% | $117,854-21.8% | $70,131+31.3% |
| Participation rate | 84.2% | 73.2%+11.0pp | 79.7%+4.5pp | 69.5%+14.7pp |
| Annual return | 19.46% | 23.30%-3.8pp | 335.08%-315.6pp | 73.14%-53.7pp |
| Employer contribution / active EE | $411 | $2,223-81.5% | $3,786-89.1% | $2,342-82.5% |
| Participant deferral / active EE | $4,055 | $3,297+23.0% | $4,482-9.5% | $3,332+21.7% |
| Admin fee / account holder | $23,961 | $5,065+373.0% | $8,020+198.8% | $4,645+415.8% |