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 | $164,505 | $117,841+39.6% | $102,423+60.6% | $145,922+12.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 17.15% | 31.65%-14.5pp | 29.32%-12.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $521 | $3,615-85.6% | $3,023-82.8% | $4,660-88.8% |
| Participant deferral / active EE | $9,021 | $5,731+57.4% | $5,053+78.5% | $6,688+34.9% |
| Admin fee / account holder | $1,309 | $13,326-90.2% | $9,451-86.1% | $13,397-90.2% |