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 | $186,905 | $89,753+108.2% | $107,525+73.8% | $84,808+120.4% |
| Participation rate | 76.5% | 68.1%+8.4pp | 75.1%+1.4pp | 68.3%+8.2pp |
| Annual return | 14.74% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $611 | $3,113-80.4% | $3,754-83.7% | $2,631-76.8% |
| Participant deferral / active EE | $4,643 | $4,056+14.5% | $5,116-9.2% | $4,212+10.2% |
| Admin fee / account holder | $19,923 | $7,222+175.9% | $8,919+123.4% | $7,344+171.3% |