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 | $132,636 | $105,181+26.1% | $159,436-16.8% | $85,850+54.5% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.8%-10.8pp | 69.3%+2.7pp |
| Annual return | 12.76% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $337 | $3,318-89.9% | $4,829-93.0% | $2,565-86.9% |
| Participant deferral / active EE | $3,517 | $5,945-40.8% | $7,352-52.2% | $3,952-11.0% |
| Admin fee / account holder | $917 | $6,933-86.8% | $10,799-91.5% | $6,260-85.4% |