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 | $186,846 | $89,753+108.2% | $107,525+73.8% | $84,808+120.3% |
| Participation rate | 71.9% | 68.1%+3.8pp | 75.1%-3.2pp | 68.3%+3.6pp |
| Annual return | 16.78% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $499 | $3,113-84.0% | $3,754-86.7% | $2,631-81.0% |
| Participant deferral / active EE | $4,054 | $4,056-0.1% | $5,116-20.8% | $4,212-3.8% |
| Admin fee / account holder | $8,455 | $7,222+17.1% | $8,919-5.2% | $7,344+15.1% |