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 | $137,415 | $89,753+53.1% | $107,525+27.8% | $84,808+62.0% |
| Participation rate | 83.0% | 68.1%+14.9pp | 75.1%+7.9pp | 68.3%+14.7pp |
| Annual return | 14.75% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $649 | $3,113-79.2% | $3,754-82.7% | $2,631-75.3% |
| Participant deferral / active EE | $5,488 | $4,056+35.3% | $5,116+7.3% | $4,212+30.3% |
| Admin fee / account holder | $22,373 | $7,222+209.8% | $8,919+150.9% | $7,344+204.7% |