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 | $227,040 | $148,534+52.9% | $135,903+67.1% | $139,434+62.8% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 20.89% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.1pp |
| Employer contribution / active EE | $662 | $5,243-87.4% | $4,856-86.4% | $4,751-86.1% |
| Participant deferral / active EE | $9,124 | $8,100+12.6% | $7,758+17.6% | $6,710+36.0% |
| Admin fee / account holder | $794 | $12,400-93.6% | $10,762-92.6% | $11,403-93.0% |