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 | $126,481 | $137,414-8.0% | $189,513-33.3% | $85,850+47.3% |
| Participation rate | 84.0% | 84.6%-0.6pp | 87.8%-3.8pp | 69.3%+14.7pp |
| Annual return | 17.69% | 38.14%-20.5pp | 555.15%-537.5pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,127 | $4,344-74.1% | $6,162-81.7% | $2,565-56.1% |
| Participant deferral / active EE | $3,378 | $6,260-46.0% | $8,221-58.9% | $3,952-14.5% |
| Admin fee / account holder | $7,720 | $8,630-10.5% | $12,045-35.9% | $6,260+23.3% |