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 | $169,115 | $100,754+67.8% | $86,677+95.1% | $134,475+25.8% |
| Participation rate | 85.0% | 78.9%+6.1pp | 76.6%+8.4pp | 81.2%+3.8pp |
| Annual return | -12.79% | 29.04%-41.8pp | 35.91%-48.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $412 | $3,489-88.2% | $2,836-85.5% | $4,740-91.3% |
| Participant deferral / active EE | $4,273 | $5,338-19.9% | $4,656-8.2% | $6,400-33.2% |
| Admin fee / account holder | $10,887 | $10,926-0.4% | $7,493+45.3% | $11,426-4.7% |