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 | $141,556 | $116,175+21.8% | $93,606+51.2% | $152,861-7.4% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 22.69% | 35.96%-13.3pp | 32.76%-10.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $533 | $3,218-83.4% | $2,718-80.4% | $4,762-88.8% |
| Participant deferral / active EE | $3,415 | $4,603-25.8% | $4,069-16.1% | $5,850-41.6% |
| Admin fee / account holder | $1,140 | $10,748-89.4% | $7,888-85.5% | $11,596-90.2% |