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 | $188,877 | $176,812+6.8% | $146,665+28.8% | $167,490+12.8% |
| Participation rate | 78.6% | 83.6%-5.0pp | 80.1%-1.5pp | 82.1%-3.5pp |
| Annual return | 11.23% | 24.03%-12.8pp | 22.74%-11.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,027 | $5,160-80.1% | $4,136-75.2% | $4,837-78.8% |
| Participant deferral / active EE | $5,630 | $6,440-12.6% | $5,506+2.3% | $6,341-11.2% |
| Admin fee / account holder | $1,467 | $13,259-88.9% | $10,280-85.7% | $12,309-88.1% |