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 | $128,261 | $103,376+24.1% | $87,100+47.3% | $152,861-16.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 22.12% | 28.10%-6.0pp | 28.19%-6.1pp | 345.32%-323.2pp |
| Employer contribution / active EE | $525 | $3,220-83.7% | $2,521-79.2% | $4,762-89.0% |
| Participant deferral / active EE | $5,229 | $4,778+9.5% | $4,049+29.2% | $5,850-10.6% |
| Admin fee / account holder | $1,514 | $12,205-87.6% | $7,497-79.8% | $11,596-86.9% |