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 | $223,969 | $111,754+100.4% | $103,333+116.7% | $145,922+53.5% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 23.05% | 24.77%-1.7pp | 24.88%-1.8pp | 561.29%-538.2pp |
| Employer contribution / active EE | $531 | $4,212-87.4% | $3,868-86.3% | $4,660-88.6% |
| Participant deferral / active EE | $6,079 | $5,619+8.2% | $5,057+20.2% | $6,688-9.1% |
| Admin fee / account holder | $2,210 | $9,750-77.3% | $8,355-73.6% | $13,397-83.5% |