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 | $150,613 | $115,770+30.1% | $101,248+48.8% | $158,922-5.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 17.85% | 56.14%-38.3pp | 46.47%-28.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $355 | $4,175-91.5% | $3,660-90.3% | $4,761-92.6% |
| Participant deferral / active EE | $7,770 | $4,957+56.7% | $4,370+77.8% | $5,982+29.9% |
| Admin fee / account holder | $10,319 | $7,245+42.4% | $5,945+73.6% | $11,246-8.2% |