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 | $119,757 | $70,669+69.5% | $169,368-29.3% | $75,163+59.3% |
| Participation rate | 76.7% | 64.8%+12.0pp | 77.1%-0.4pp | 67.2%+9.6pp |
| Annual return | 17.77% | 36.36%-18.6pp | 405.60%-387.8pp | 160.62%-142.8pp |
| Employer contribution / active EE | $351 | $2,211-84.1% | $4,013-91.3% | $2,670-86.9% |
| Participant deferral / active EE | $5,714 | $4,311+32.6% | $6,221-8.2% | $4,125+38.5% |
| Admin fee / account holder | $9,997 | $5,402+85.1% | $9,003+11.0% | $5,651+76.9% |