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 | $189,601 | $227,553-16.7% | $189,5570% | $167,490+13.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.88% | 78.40%-68.5pp | 64.17%-54.3pp | 478.56%-468.7pp |
| Employer contribution / active EE | $408 | $5,316-92.3% | $4,412-90.7% | $4,837-91.6% |
| Participant deferral / active EE | $21,904 | $7,002+212.8% | $6,174+254.8% | $6,341+245.4% |
| Admin fee / account holder | $4,700 | $11,878-60.4% | $9,807-52.1% | $12,309-61.8% |