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 | $140,519 | $127,065+10.6% | $113,168+24.2% | $142,382-1.3% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 12.23% | 24.03%-11.8pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $438 | $3,442-87.3% | $2,975-85.3% | $4,299-89.8% |
| Participant deferral / active EE | $2,229 | $5,716-61.0% | $5,107-56.4% | $6,507-65.7% |
| Admin fee / account holder | $22,423 | $15,736+42.5% | $12,068+85.8% | $12,624+77.6% |