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 | $132,880 | $112,096+18.5% | $95,952+38.5% | $158,922-16.4% |
| Participation rate | 76.2% | 79.0%-2.8pp | 77.1%-0.9pp | 82.0%-5.8pp |
| Annual return | 22.87% | 171.09%-148.2pp | 91.61%-68.7pp | 302.83%-280.0pp |
| Employer contribution / active EE | $381 | $3,198-88.1% | $2,541-85.0% | $4,761-92.0% |
| Participant deferral / active EE | $2,856 | $4,784-40.3% | $4,167-31.5% | $5,982-52.3% |
| Admin fee / account holder | $903 | $10,130-91.1% | $6,795-86.7% | $11,246-92.0% |