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 | $153,787 | $124,281+23.7% | $109,143+40.9% | $167,490-8.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 23.60% | 26.04%-2.4pp | 25.75%-2.1pp | 478.56%-455.0pp |
| Employer contribution / active EE | $531 | $4,207-87.4% | $3,722-85.7% | $4,837-89.0% |
| Participant deferral / active EE | $4,875 | $5,255-7.2% | $4,653+4.8% | $6,341-23.1% |
| Admin fee / account holder | $1,415 | $7,970-82.3% | $6,752-79.1% | $12,309-88.5% |