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 | $212,636 | $100,754+111.0% | $86,677+145.3% | $134,475+58.1% |
| Participation rate | 76.2% | 78.9%-2.7pp | 76.6%-0.4pp | 81.2%-5.0pp |
| Annual return | 7.54% | 29.04%-21.5pp | 35.91%-28.4pp | 417.96%-410.4pp |
| Employer contribution / active EE | $605 | $3,489-82.7% | $2,836-78.7% | $4,740-87.2% |
| Participant deferral / active EE | $3,206 | $5,338-39.9% | $4,656-31.1% | $6,400-49.9% |
| Admin fee / account holder | $18,681 | $10,926+71.0% | $7,493+149.3% | $11,426+63.5% |