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 | $97,483 | $81,208+20.0% | $98,907-1.4% | $79,858+22.1% |
| Participation rate | 83.1% | 72.5%+10.5pp | 76.0%+7.0pp | 69.6%+13.4pp |
| Annual return | 14.77% | 60.99%-46.2pp | 196.43%-181.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $352 | $1,960-82.0% | $2,689-86.9% | $2,471-85.7% |
| Participant deferral / active EE | $1,850 | $3,265-43.3% | $4,244-56.4% | $3,740-50.5% |
| Admin fee / account holder | $3,690 | $6,013-38.6% | $6,642-44.4% | $5,306-30.5% |