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 | $140,368 | $99,079+41.7% | $77,999+80.0% | $273,961-48.8% |
| Participation rate | 84.2% | 78.6%+5.6pp | 75.5%+8.7pp | 83.0%+1.2pp |
| Annual return | 6.49% | 217.93%-211.4pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $368 | $3,308-88.9% | $2,470-85.1% | $4,869-92.4% |
| Participant deferral / active EE | $2,113 | $4,306-50.9% | $3,497-39.6% | $5,287-60.0% |
| Admin fee / account holder | $27,555 | $8,954+207.7% | $5,480+402.8% | $10,132+172.0% |