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 | $165,220 | $110,257+49.9% | $96,544+71.1% | $139,434+18.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.86% | 26.32%-5.5pp | 25.84%-5.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $624 | $3,620-82.8% | $2,965-79.0% | $4,751-86.9% |
| Participant deferral / active EE | $3,929 | $5,548-29.2% | $4,851-19.0% | $6,710-41.5% |
| Admin fee / account holder | $9,012 | $11,591-22.3% | $8,252+9.2% | $11,403-21.0% |