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 | $134,547 | $106,515+26.3% | $96,683+39.2% | $139,434-3.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 11.04% | 38.43%-27.4pp | 35.69%-24.7pp | 372.94%-361.9pp |
| Employer contribution / active EE | $650 | $4,103-84.2% | $3,737-82.6% | $4,751-86.3% |
| Participant deferral / active EE | $2,016 | $5,454-63.0% | $4,878-58.7% | $6,710-70.0% |
| Admin fee / account holder | $4,078 | $7,877-48.2% | $6,730-39.4% | $11,403-64.2% |