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 | $142,125 | $99,985+42.1% | $146,665-3.1% | $85,850+65.6% |
| Participation rate | 70.4% | 73.1%-2.7pp | 80.1%-9.7pp | 69.3%+1.1pp |
| Annual return | 13.71% | 18.93%-5.2pp | 22.74%-9.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $523 | $2,559-79.6% | $4,136-87.4% | $2,565-79.6% |
| Participant deferral / active EE | $3,542 | $4,006-11.6% | $5,506-35.7% | $3,952-10.4% |
| Admin fee / account holder | $1,824 | $7,702-76.3% | $10,280-82.3% | $6,260-70.9% |