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 | $138,739 | $82,978+67.2% | $129,995+6.7% | $71,457+94.2% |
| Participation rate | 71.6% | 74.1%-2.5pp | 78.5%-6.9pp | 67.9%+3.6pp |
| Annual return | 14.19% | 20.60%-6.4pp | -137.18%+151.4pp | 28.85%-14.7pp |
| Employer contribution / active EE | $542 | $2,622-79.3% | $4,320-87.5% | $2,588-79.1% |
| Participant deferral / active EE | $4,109 | $4,432-7.3% | $5,820-29.4% | $4,289-4.2% |
| Admin fee / account holder | $5,812 | $1,729+236.2% | $10,614-45.2% | $1,587+266.1% |